Leaders in Retirement

The Future Belongs To Those Who See Possibilities Today

Experience and Vision

We offer a range of educational resources in 401(k) plans, Advisor support, Plan analysis and more.

401(k) Experts

Q3 Retire is a service of Q3 Asset Management. At Q3, we offer comprehensive services to help advisors navigate the complexities of your 401(k) planning. Our experienced staff provide personalized advice, ensuring that your 401(k) plans are optimized for your clients’ unique financial goals. For more information about Q3 Asset Management visit our website.

We are committed to helping advisors and their clients achieve their goals. Our expert team provides the tools, resources, and support needed to create and manage successful 401(k) plans. Together, we make a positive impact on the financial well-being of your participants.

  • Advisor Services – We offer comprehensive services to help advisors navigate the complexities of 401(k) plans.

  • Education in the 401(k) Plans – We believe that informed participants, plan sponsors and advisors make better financial decisions. Our educational programs are designed to enhance your understanding of 401(k) plans, investment strategies, and retirement planning.

  • Plan Analysis for 401(k) – Optimize your 401(k) with our detailed plan analysis services. We evaluate every aspect of your retirement plan to identify strengths, uncover weaknesses, and provide actionable insights.

OUR VALUES

In everything we do, we strive to help advisors and their clients achieve their financial goals by making our services responsive to ever-changing markets, simple to understand, and fully transparent. Our core focus is to provide positive client experiences by utilizing disciplined money management principles designed to grow portfolios while managing risk.

We believe in continuous improvement. We constantly explore new approaches and evolve our existing offerings to best meet our clients’ needs.

Our approach to managing client portfolios is collaborative and personalized, emphasizing the importance of working closely with advisors to develop the best retirement plan. Unlike the typical “buy and hold” strategy, which we refer to as “buy and hope,” our active management style ensures that your retirement plan is responsive to all market conditions. While traditional buy and hold investors may see success in up markets, they can struggle in down or sideways markets, potentially delaying their retirement goals. By partnering with our advisors, you’ll benefit from quantitative investment models that adapt to market changes and seize opportunities, keeping your retirement plan on track regardless of market conditions.

We believe that emotions are an obstacle to smart investing. They often lead investors to buy securities at precisely the time they should sell and to sell just when they should be buying. Our quantitative strategies are designed to capitalize on historical market tendencies and avoid poor investment decision-making that often results from emotional behavior.

All of Q3’s investment models are based on extensive research into market behavior. By identifying past trends, we look to uncover investment opportunities we believe give investors the best chance for long-term success.

Collaborating with our advisors ensures that your retirement plan is strategically aligned with our research-driven investment models. By leveraging these insights, we aim to optimize your portfolio for long-term success, minimizing the impact of emotional decision-making and capitalizing on market opportunities.

Delegating investment choices in retirement plans to professional managers reduces risk for both plan sponsors and advisors. For sponsors, this approach ensures that participants’ portfolios are managed with expertise, alleviating the burden of making complex investment decisions and minimizing potential liability. Professional management also brings disciplined, market-informed strategies that individual sponsors may not possess.

For advisors, entrusting investment decisions to professionals allows them to focus on client relationship management and overall retirement planning. Partnering with professionals ensures that investment strategies are continuously monitored and adjusted to align with market dynamics and clients’ goals. This approach helps manage market risks while allowing sponsors and advisors to concentrate on their core responsibilities.

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