Feb. 15, 2013
/PRNewswire/ -- Capital Guardian, LLC and QFA, LLC have created a strategic alliance in the
marketplace. By leveraging the comprehensive expertise, experience and resources available in both firms, they will better serve clients in the
market in one location and across the Capital Guardian footprint.
Founded in 2002, QFA is a registered Investment Advisory Firm with a focus on actively managed strategies that provide its clients with both equity market participation and enhanced income potential. QFA is led by Chief Investment Strategist and Managing Director
, who brings a strong technology background specializing in profiling sophisticated option and investment strategies and allocations, combined with an ability to utilize statistical and technical analysis through computer applications.
Of the partnership, Mr. Neher said, "Capital Guardian has a profound vision and understanding of what advisors and brokers need today and in the future. Together, aligned with our income oriented strategy, we have endless resources to offer current and prospective institutional and private clients alike that will best serve their needs and expectations."
Capital Guardian President
said the partnership is beneficial because it provides a total solution to service a client's investment and income needs.
He added, "The expertise and unique portfolio management style of
will add a much needed income solution for many of our clients. Capital Guardian will leverage his expertise to make that solution available across our platform. In turn, our resources will provide QFA with a broader set of solutions for their clients and expansion in the
Capital Guardian Naples office is relocating to QFA's location at 950 Encore Way in
About Capital Guardian -
is a boutique wealth management firm with offices strategically located throughout the United States. Capital Guardian offers advisors access to a true open platform, personalized support, global resources and an innovative management team. The firm's mission is to liberate and empower investors and advisors. More information on Capital Guardian is available at
. For more information, please call Scott Chaisson at
(786) 594-4412. To contact Capital Guardian Naples directly, please call 239-919-5900.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
Contact: Scott Chaisson
SOURCE Capital Guardian, LLC