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Should You Hire a Specialist Investment Manager for Part of Your Portfolio?

by Vic Verma | Oct 15, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingShould You Hire a Specialist Investment Manager for Part of Your Portfolio?By Vic Verma, Chief Investment Officer, AQS ยท 3 min readMost investors think of hiring an investment manager as an...

What Is a Growth Sleeve and Who Is It For?

by Vic Verma | Oct 13, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingWhat Is a Growth Sleeve and Who Is It For?What a growth sleeve is, how to think about its size, and who may or may not be suited to the additional risk.By Vic Verma, Chief Investment Officer,...

Why Can an IRA Be a Good Place for Active Investment Strategies?

by Vic Verma | Oct 13, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingWhy Can an IRA Be a Good Place for Active Investment Strategies?Why frequent trading can make account location important, and how IRA tax treatment differs from a taxable account.By Vic...

How Much of Your Portfolio Should Be in Higher-Risk Investments?

by Vic Verma | Oct 13, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingHow Much of Your Portfolio Should Be in Higher-Risk Investments?Stress-test a higher-risk allocation by estimating its effect on the whole portfolio, then consider your goals and tolerance...

You Rolled a Large 401(k) Into an IRA. Now How Should You Invest It?

by Vic Verma | Oct 13, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingYou Rolled a Large 401(k) Into an IRA. Now How Should You Invest It?After a rollover, decide how the IRA should support income, near-term needs and long-term growth before choosing...

Should Part of a Large IRA Be Invested More Aggressively?

by Vic Verma | Oct 13, 2026 | Growth & Active Investing

Home / Insights & Guides / Growth & Active InvestingGrowth & Active InvestingShould Part of a Large IRA Be Invested More Aggressively?How retirement needs, time horizon, other assets and risk capacity can shape a growth allocation within a large IRA.By Vic Verma,...
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The views expressed by AQS Management, LLC are solely their own. This message is intended for informational purposes only and does not constitute advice, nor is it an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for your portfolio. All investment strategies carry the potential for profit or loss, and past performance does not guarantee future success. Economic factors, market conditions, and investment strategies will impact the performance of any portfolio, and there is no assurance that it will align with or outperform any particular benchmark. The types of investments discussed do not represent all the securities purchased, sold, or recommended for clients. The stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be accurate, we neither claim nor accept responsibility for its completeness, accuracy, or reliability. The firm also assumes no obligation to update any information in this message or its attachments for subsequent changes of any nature. Advisory services are offered through AQS Management, LLC. Vivek Verma is an Investment Advisor Representative of AQS Management, LLC, an investment advisory firm registered in the state of New York.