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Quarterpoint Capital Management, LLC

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Quarterpoint Capital Management, LLC

Overview:

Quarterpoint Capital Management, LLC is a registered investment advisor headquartered in Bozeman, Montana.

We manage irreplaceable money for the long term in an honest, responsible way.

We invest by buying assets at prices less than our estimate of their worth. This lowers risk while simultaneously improving return.

We were founded in 2013 during a time of extremely low interest rates. At founding, a 2-year Treasury note yielded a quarter percentage point (0.25%). Our name reminds us of the difficulty savers face in maintaining their purchasing power.

Conservative
We are conservative and risk averse in character. We take as little risk as possible when we pursue our goal of protecting your savings and cautiously growing them over time. Our flat fee structure aligns our business with your results. Your success is our success!
Research
We take pride in our research. Quarterpoint's founder, Andrew Sullivan, earned the Chartered Financial Analyst® designation in 2003 and has honed his research skills since then in various research-intensive positions. He examines SEC filings and when possible, visits companies for more insight into their operations. Once a company passes through many analytical lenses, we patiently wait for attractive prices. This combination of thoroughness and patience gives us an edge over other investors.

Independent
We pour resources into research, not generation of sales or commissions. We are not under pressure to churn out business to meet a parent company’s sales targets, rather we are under pressure to protect and grow your capital. Competitors might focus on sales and their own profits, with investing performance a secondary consideration. We take the opposite approach - investment performance comes first. Why run an investment firm any other way?
Trust
It is an honor to hold your future quality of life in our hands. We take this obligation seriously and relish the chance to do well for the people we care about.

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