Contains: Form CRS, or Client Relationship Summary, provides a concise overview of an investment advisory firm’s services, fees, and potential conflicts of interest to help clients make informed decisions.

Contains: Form ADV, or the Firm Brochure, is a comprehensive disclosure document that  details the firm’s business practices, fees, services, disclosures and potential conflicts of interest.

Contains: The Terms of Use and Privacy Policy outline the rules governing the use of Quantca’s services and website, as well as how client information is collected, used, and protected though the use of the website.

Contains: An agreement between an investment advisory firm and its clients that outlines the terms of the advisory services provided, including responsibilities, fees, and the scope of the investment management relationship.

Contains: The strategies and procedures to ensure the firm can continue operating and serving clients effectively in the event of a disruption or emergency.

Contains: The standards and principles guiding the conduct of the firm’s professionals, ensuring integrity, transparency, and adherence to legal and ethical obligations in client interactions.