Client login

Insights

ALL BLOGS

Do independent wealth adviors have an edge on big firms?

Quorum Private Wealth Managing Partner Mike Barry explains what went into the founding partner’s decision to break away from the large Wall Street firm where they built their careers. In it, he discusses culture, client service, investment offerings and more.

00:00 Why we chose independence
02:40 What we can offer clients now that we couldn’t before
04:00 Why being entrepreneurs makes us better advisors

Learn how all of these things can make a difference for you, the client, by watching the full video.

Learn more about Quorum:
https://QuorumPW.com

Related content

3 regulations every high-ranking executive should know about

High-ranking employees at publicly-traded companies may be required to follow specific rules and regulations that don’t apply to the broader employee pool. These regulations usually apply to C-suite level executives,

As you get promoted at a company, you may be subject to new or increased regulatory scrutiny. Here are three regulations you should ask about or be aware of.
Read more

What is Section 16, and does it apply to me?

Section 16 refers to the 16th section of the Securities and Exchange Act. It requires that certain company insiders—executives, board members, certain key employees, investors owning more than 10%—file paperwork

Section 16 let’s regulators monitor trades by key company employees; it doesn’t apply to everyone, but if you’re subject to it, it’s critical you follow the rules.
Read more

What is Rule 144?

Rule 144 limits the amount of stock an individual can sell. It generally applies to affiliates of a publicly traded company—officers, board members, large shareholders, or people who may have

If you’re high up in a company, or own a significant amount of shares, you may face limitations on the number of shares you can sell. Here’s what you need to know.
Read more

What are 10b5-1 plans?

If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you to plan trades in advance so that you can sell shares without

If you are in possession of material non-public information about a stock, you can still sell shares… as long as you follow a few key rules.
Read more

Should you worry about volatility?

    Most investors hate volatility; most advisors change the topic to risk management before they suggest you ignore the noise. So what causes the disconnect between regular investors and

Most investors hate volatility, whereas pros use volatility to help generate potential profit. Where is the disconnect and do you need to worry?
Read more

How institutions invest

When it comes to investing, you sometimes hear the phrase “big money” thrown around. That term loosely refers to institutional investors—large funds managed on behalf of an institution or group

Institutional investors—the so-called “big money” funds—have the power to move markets and a habit of posting above-average returns. We look at their approach.
Read more

2024 winners and losers

When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the

When the S&P 500 increases 25%, as it did in 2024, it can be easy to call it a win and move on. But looking under the hood can generate an edge for investors.
Read more

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. From Game Stop to George Soros

Hedge funds are frequently misunderstood thanks to pop culture. We review what they are, how they’re different, and when they make sense in a portfolio.
Read more

Are commodities a golden opportunity?

Every few years, three precious medals hold the world’s attention: gold, silver, and bronze. The metals used in those Olympic prizes, however, may be more important in terms of how

After a summer spent talking about gold, silver, and bronze, we’re focused on how big picture commodity investing can fit into an investor portfolio.
Read more

How do you build a balanced portfolio?

When it comes to investing, rebalancing your portfolio can be integral to achieving your goal. However, it’s discussed far less frequently than performance data or diversification. We wanted to take

When it comes to investing, asset allocation is just one part of the equation. Rebalancing tends to be a critical part of reaching your goals. We illustrate why.
Read more

Log in to the Quorum Client Portal

Log Into BNY Mellon Pershing NetXInvestor

Log in to the Fidelity Digital Portal

Log Into Schwab Client Portal

For assistance, please contact Quorum directly at 925-488-0000