Welcome to discerninginvestor.com! Assuming that you qualify as a discerning investor, please look around our Virtual Office and discover what others have found to be a refreshing difference in exceptional client services.
What is a "discerning investor"? discerning (adj.) definition: keenly perceptive; shrewd; astute synonyms: perceptive, acute, sharp, astute, discriminating, shrewd, intelligent, wise, judicious, clear-sighted, having keen insight, able to recognize the difference
We believe discerning investors are those who can perceive the value added by personalized service and treatment as a unique individual. They must be "advisor receptive" versus one who goes it alone; that is, they are willing to work as a team. While they are the ultimate decision maker, they also see the value of trusted advisors. A discerning investor is also one who is looking for accountability. They want advisors who apply a consistent investment and planning process; tie performance to their goals and objectives; and engage in an ongoing dialogue about their concerns.
We believe in the value of comprehensive financial planning. Financial planning is one of the most important services that successful people use to create an extraordinary business career and personal life. We expect to build a trusted advisory relationship with you over your lifetime. The mission of QRS & Associates is to enable discerning investors to achieve their goals, dreams and aspirations. Our firm focuses on working with successful business builders, affluent investors, and retirees who want to proceed beyond financial success to personal significance by creating better futures.
Effective financial planning requires a commitment from both the planner and the client. QRS & Associates will help you get the most out of the experience, and help both of us produce beneficial, lasting results in your life.
QRS & Associates are licensed to do business in the following states: AK, AZ, CA, CO, HI, ID, IL, MA, MN, ND, OH, OR, VT.
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