Quantel INVEST™ Hedge-fund-like discipline, made accessible.
Quantel Invest is a fully managed solution where Quantel deploys proprietary systematic strategies — democratizing institutional-style investing through transparent, repeatable process.
Fully managed — end to end
Quantel Invest is a managed solution where Quantel implements and maintains the portfolio. You get systematic strategy execution without needing an in-house trading or research workflow.
Open or connect an eligible custodial account on a supported platform.
Allocate capital to Quantel’s managed sleeve (SMA implementation).
Ongoing monitoring, systematic rebalancing, and tactical adjustments as conditions evolve.
SMA custody on Schwab and IBKR
Quantel Invest is currently offered as a Separately Managed Account (SMA) solution on Charles Schwab and Interactive Brokers (IBKR)
Quantel manages the sleeve; assets remain custodied at Schwab.
Systematic implementation and rebalancing via IBKR’s custody and brokerage infrastructure.
Quantel manages the strategy sleeve inside your custodial account; you keep the custody relationship.
Strategic core + tactical sleeve
Our framework combines long-term strategic allocations with a dedicated tactical component. The tactical sleeve may be adjusted based on changing market conditions.
Designed for durability and diversification through a disciplined, repeatable approach.
A dedicated portion of the portfolio that can adjust as volatility, trends, and conditions evolve.
Quantel Managed Strategies.
For RIAs seeking managed strategies that integrate seamlessly into your practice. Retain client ownership and visibility while outsourcing active management, research, and risk processes to Quantel—without losing oversight or control.
Growth
Systematic equity and multi-asset strategies designed for investors focused on building wealth over time. Transparent rebalancing and clear rationale for every change.
Support across account types
We manage a wide range of accounts — including retirement, non-retirement, and donor-advised fund (DAF) structures (subject to platform support and eligibility).
IRAs and retirement workflows supported by the custodian.
Taxable brokerage accounts for flexible goals and liquidity.
Giving-focused structures such as DAFs where applicable.
Ready to deploy Quantel Invest?
Fully managed, systematic SMA portfolios with a tactical sleeve — built for real-world investors and advisors.
Frequently asked questions
Quick answers to common questions. Can't find what you need? Reach out.
We manage actively designed portfolios across public markets, alternatives, and structured opportunities. Our focus is disciplined growth with risk awareness — not speculative trading.
No. Portfolios may include equities, ETFs, structured notes, and select alternative opportunities such as private investments, depending on suitability and goals.
Traditional managers often rely on static allocation models. We actively manage portfolios with attention to risk, tax efficiency, and market conditions.
Yes. We manage retirement accounts, brokerage accounts, trusts, and other investment structures — coordinating them under one strategy.