"Robo 2.0 unleashing a whole new set of tools..."
"..investing like Harvard and Yale"
"..bring the knowledge of hedge funds to retail investing"
qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios. We believe that investing is a science, not a game. We offer dynamic investment plans along with risk management and a dedicated team that is with you through the important events of your life.
We handle retirement planning, IRA accounts, 401k rollover, personal investing accounts, joint investment accounts, and more. Read more about qplum's investment philosophy here.
No. qplum charges what is known as a "wrap fee". This means you pay a small percentage on the total amount of money you invest with us, instead of paying per trade. Structuring our fees this way gives us the flexibility to manage your account the way we think makes most sense without you having to worry about per trade fees racking up. Please see our Form ADV Part 2 document for more details.
The funds and any positions that you see in the brokerage are physically under your name. Our operating capital is separate from our clients’ funds. Each client’s funds and securities are held separately under the client’s name. View More
qplum accounts are SIPC protected up to $500,000, including a maximum of $250,000 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. An explanatory brochure is available at http://www.sipc.org.
Yes! We can transfer your investments from your existing portfolio to a brand new qplum account through paperless ACATs transfers.
You care about returns. And that is why we think sharing our realized performance with you is important. We have end-to-end control when trading for our clients. We use machine learning algorithms in strategy construction, asset allocation and trade execution. The advantages of developing the entire trading system in-house is evident in our stellar performance.
Returns since inception: 16.30%See Our Best Performing Portfolio
All personally identifiable information we store is encrypted with symmetric key algorithms.
Your account is with trusted custodians registered with the SEC and FINRA.
Registered as an RIA with the SEC and as a CTA with the NFA.
Logging of all actions, periodic audits, restricted access