Our Firm
Leverage agile frameworks to provide a robust synopsis for high level overviews. Iterative approaches to collaborative .
Who We Are
About Us
Founded over 10 years ago, an RIA's asset management division has evolved into what is now known as AQI. Established by Jordan Gallacher, the firm emerged from a vision of delivering a personalized experience by offering direct access to institutional investment strategies. This philosophy of combining personalized service with institutional expertise forms the cornerstone of our approach, emphasizing trust and transparency. As we continue to evolve, our commitment to adapting to the needs of today’s investors remains unwavering, guided by the principles that have shaped our journey from the beginning.
Comprehensive Portfolio Audit
Conducting an in-depth analysis to identify strengths, weaknesses, and opportunities for improvement.
Tailored Proposal and Construction
Crafting customized strategies and building portfolios that align with your specific financial goals.
Ongoing Operations and Management
Fostering seamless execution and continuous oversight to adapt to changing market conditions.
Fiduciary Commitment
Our role as a true fiduciary means that we prioritize aligning our interests with yours. We offer advice and access to institutional investment strategies without the influence of commissions or sales incentives. This commitment to transparency and integrity ensures that every recommendation is made with your best interests at heart.
Comprehensive Solutions
We provide a broad range of services, including wealth management, financial planning, retirement planning, and estate planning. Our goal is to assist you in navigating your unique financial landscape. By offering these comprehensive services, AQI empowers you with the tools and insights needed to make informed decisions for your financial future.
Let's Get Started
Schedule A Meeting
If you’re ready to enhance your investment strategies with the support of a seasoned financial professional, let’s review your portfolio, financial trajectory, and objectives to determine if we’re the right fit for your practice.