Investments powered by technology

Ways to Partner

Multi-Asset Strategies

AI driven multi-asset portfolios delivered via model delivery or separately managed accounts

Investment Services

  • Tax optimization strategies
  • Trade execution
  • Dynamic currency hedging
  • Risk management
  • AI Investment Dashboard
  • Digital solutions

Custom Solutions

Design custom investment solutions to best meet objectives. Implemented as a sub-advised manager or model delivery

Your money is in the right hands

SEC Regulated
QPLUM LLC is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA) and with the National Futures Association (NFA) as a Commodity Trading Advisor (CTA).
SEC registration and NFA registration is not an endorsement of the firm by either Commission and does not mean that the advisor has attained a specific level of skill or ability.
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Trusted Brokers
We work with multiple trusted custodians to meet all your needs and never sell affiliated products. Qplum supports APEX, Interactive Brokers, Fidelity, and TD Ameritrade.
SIPC Protection
All brokerage accounts are SIPC protected up to $500K, including a maximum of $250K for cash per customer, against losses resulting from the failure of a broker-dealer. SIPC does not protect against losses due to normal swings in the market.
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