A Quantfolio, Quantitative Portfolio, is a portfolio of investment products created utilizing a proprietary, quantitative and qualitative process for selecting and combining each investment. 

Rising Dividend Stock Quantfolio

• Value based approach
• Dividends > S&P yield
• Dividend Growth
• Fundamental Analysis

Risk Based Mutual Fund Quantfolios

• Independent, objective mutual fund selection
• Active mutual fund management
• Asset class diversification

Income Generating Quantfolios

• Provide stable retirement income
• Maintain principal
• Diversification of dividends and interest

Quantfolios are designed to maximize investment results in both rising and declining market conditions.