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| ABOUT US |
Quantum Financial Management LLC is registered with the State of Illinois as a Registered Investment Advisor, with Malay Vasavda as the principal of the firm. We are a small, independent advisory firm, but our service offering exceeds that of larger financial institutions. In order to provide world-class financial management services to all of our clients, Quantum Financial Management has strategic partnership agreements with some of the most trusted names in the financial advisor support arena. Please see below for more information about the members of our team.
Financial Planning and Investment Management
Malay Vasavda, CFP®, MBA
Malay Vasavda brings a strong professional background to Quantum Financial Management, having worked for some of the most respected companies in the world. His diverse experiences in a variety of industries have provided him with solid business acumen and a truly professional, client-centric approach. After earning his MBA from the University of Illinois at Urbana Champaign in 1998, Malay spent 7 years working in a variety of management and consulting roles at General Electric, PriceWaterhouseCoopers, The Home Depot, and Premier Farnell. During this time, Malay became interested in personal financial planning through conducting financial management strategies for himself. In 2005, he decided to make a career transition to the financial planning field. Malay has been quoted in several publications, including the Wall Street Journal, Business Week, the Chicago Sun Times, Financial Advisor Magazine, Bankrate.com, and Quick & Simple Magazine. Malay has also been featured in popular financial planning podcasts and as a guest writer in Virtual Office News, a financial planning practice management newsletter.
Prior to forming Quantum Financial Management, Malay worked as a Financial Planning Associate at a well-established fee-only wealth management firm. He was responsible for assisting the principal of the firm with delivering a variety of services to the firm’s clients. Malay was mentored by the principal of the firm, who has over 25 years of financial planning and investment management experience. In order to continue growing personally and professionally, Malay decided to start his own financial management practice. Malay has a passion for assisting his current and future clients with financial management strategies to help them achieve their life goals.
Operations Support and Portfolio Management
Quantum Financial Management utilizes two world-class operational service teams in order to have access to institutional custodial platforms and state-of-the art trading and reporting services. Dedicated service teams focus on account management, trading and rebalancing, and performance management reporting. Utilizing these service teams enables Quantum Financial Management to give clients access to institutional quality mutual funds offered by Dimensional Fund Advisors, LLP (DFA). DFA funds are only offered through select fee-only financial advisors across the country. For more information on DFA, please visit http://www.dfaus.com.
Asset Custody Services
As a Registered Investment Advisory firm, Quantum Financial Management does not directly hold client assets. Our clients’ assets are housed at either Schwab Institutional Services or TD Ameritrade Institutional Services, two of the oldest asset custody service providers in the world. Their innovative technology platform enables our clients to have 24 hour access to updated portfolio information through the Internet. Knowing that their assets are placed at a world-class custodial institution gives our clients confidence and peace-of-mind.
Our Philosophy
Our client service philosophy is simple – we work to serve your best interests. We work for you in a fiduciary capacity. We obtain financial compensation from our clients and no one else. We believe that being independent and objective, and aligning our interests with those of our clients, will result in mutual success for us and our clients. Objectivity, integrity, and honesty are the cornerstones of our value system. We strive to provide you with candid advice that is specific to your needs and goals. We believe that our value system sets the foundation for a trusted advisor-client relationship. |
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