Institutional Investment and Portfolio Managers

CUANTSERV provides end to end portfolio management solutions as well as complex model development for the institutional investment community with an emphasis and high level of expertise in Factor Based methodologies. Whether your requirements are a dedicated quant research team, or your firm simply needs to supplement your current research efforts to improve time to market, Cuantserv can tailor a solution to meet your specific situation.

Family and Multi-Family Office

CUANTSERV provides investment solutions, including tooling and analysis for each phase of the investment process. With selective bundled services tailored to meet the necessities of the Family Office , our intuitive and cost effective solutions will assure that your Family Office will have a clear and transparent picture of risk exposure combined with the ability to improve your portfolio (costs and performance) based on modern investment and portfolio management techniques.

For Multi-Family offices we also provide all of our services on a “white label” basis including end to end model development and periodic performance and statistical reporting with your corporate image and branding.

Advisors and Wealth Managers

Advisors and Wealth Managers can take advantage of our white label services for their end clients. Working with a high level of confidence and conviction when they advise their clients, based on data and analytics that separate them from the pack, Advisors and Wealth Managers can deliver high quality reports and analysis with the prestige of their corporate brand.

For advisors with discretionary authority, we deliver fully automated systematic/algorithmic Smart Beta/Active Tilting models and other algorithmically driven strategic weighting models. Rebalancing is fully automated for Advisors using Interactive Brokers.

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Find out why Cuantserv is trusted with the analysis of large complex portfolios by global family offices and investment firms.

What are you waiting for?

Contact Cuantserv today and start making more informed investment decisions, better serve your clients precise investment objectives, and create new opportunities for your advisory firm, family office, or wealth management business.


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*Free consultation available to sophisticated investors only. Portfolio must be in excess of 20M USD.