QCI was originally formed in 1975 to provide investment and administrative services to small business clients, a need driven by the ERISA legislation enacted in the same year. Since then, we have significantly expanded our service offerings in response to our growth and the evolving needs of our client base. QCI has the professional expertise to provide the following services:

Traditional services:

•   Enhanced cash management
•   Fixed income (taxable and tax exempt)
•   Balanced (growth or income emphasis)
•   Large capitalization equity

•   High-yield preferred equity
•   Short-term fixed income
•   Small capitalization equity
•   Post-venture equity

Pension Consulting Services
With our history of serving the pension administration needs of our ERISA clients, QCI has developed a unique array of Pension Services that complement our investment advisory role in qualified accounts:

Pension Service Agreement (PSA)
QCI takes on the role of a "general contractor" in providing tightly integrated pension investment and administrative services.

Plan Participant Education and Support
QCI professionals meet with plan participants on site, to review investment basics, plan features and benefits, investment results, and to answer questions or follow up requests.

401(k) Plan Services
401(k) Plan Services include evaluation and plan design, implementation and enrollment, administation, trustee and participant reporting, and ongoing employee communications.

Investment Consulting Services
QCI provides a comprehensive offering of investment consulting services for institutional clients. These services include:

Investment Policy Development
QCI professionals research and document client goals based on their unique circumstances. These goals are used to develop clear investment objectives and result in the establishment of an Investment Policy Statement.

Asset Allocation
QCI recommends asset allocations based on the Investment Policy Statement and stated objectives.

Investment Manager Search and Selection
Appropriate mutual funds or investment managers are selected from a pool of 14,000 products representing a broad diversity of investment styles, expertise, performance and risk characteristics.

Performance Reporting and Analysis
Investment performance is monitored regularly for both absolute returns and returns relative to established and relevant benchmarks.

Trustee and Custodian Search & Selection
QCI determines Trustee and custodian service requirements in light of fund requirements. These needs are matched with service providers with expertise and reasonable cost.

Special Projects
The scope and nature of the special projects can vary dramatically dependent on the client's needs. These projects include, but are not limited to:

•   Transaction cost analysis
•   Commission recapture
•   Participant education
•   Post venture equity work
•   Pre-retirement planning
•   Newsletter generation