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ImageWelcome to discerninginvestor.com! Please look around our Virtual Office and discover what others have found to be a refreshing difference in exceptional client services.

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.


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.

 

We help our clients make wise choices regarding their wealth. Generally, we focus on eliminating dangers and capturing opportunities. Our firm strives to offer clarity and direction by providing creative thinking and problem solving in a collaborative process with our clients and their other advisors. We expect to build a trusted relationship with you over your lifetime.

Our firm utilizes a consultative process in a comprehensive approach to identify the needs of our clients.  This allows us to provide appropriate independent, objective and unbiased advice along with customized financial problem solving.
 

 

Click here to review Our Wealth Advisory Process

 

 


 


QRS & Associates are licensed to do business in the following states: 
AK, AZ, CA, CO, HI, ID, IL, MA, MN, ND, OH, OR, VT.

 



 
 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and a Registered Investment Advisor.   QRS & Associates and Woodbury Financial Services, Inc. are not affiliated entities. (See "Links  & Definitions")

DISCLAIMER: This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we or our information providers shall be liable for any errors or in accuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."