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Qualivian Investment Partners

Headquartered in BOSTON, MA

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Firm Information

Qualivian Investment Partners is an investment advisor registered with the SEC. The firm provides portfolio management services for pooled investment vehicles and individuals. They also license proprietary models to other investment advisors. Qualivian Investment Partners has approximately $11.5 million in regulatory assets under management.

Qualivian Investment Partners

$11.50M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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licensing of proprietary models to other investment advisers

Licensing of proprietary models to other investment advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

QUALIVIAN INVESTMENT PARTNERS has a total of 1 branch locations across the country.
location

Boston, MA

Advisors at Qualivian Investment Partners

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Aamer Khan

CFA®, RA

Boston, MA

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Disclosures

There are no public disclosures for Qualivian Investment Partners.

Frequently Asked Questions (6)

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