Disclosures

Quantum is required to provide an updated copy of both our Privacy Policy Statement and our ADV Part 2 Brochure to all our advisory clients on an annual basis. In an effort to reduce waste and cost, and to make these documents easily accessible to our clients, we have elected to post these disclosures to our website. These disclosures are posted solely for informational purposes.

Form CRS is provided to all new clients during the onboarding process: 

Should you have any questions about these disclosures, please don't hesitate to call our office.