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    • Home
    • How We Can Help
      • Our Planning Process
      • Our Services
      • QMAP
    • About Us
      • Our Team
      • The Quaker Way
    • Contact
    • Blog
    • Client Login
      • AdvisorClient.com
      • eMoney
      • RightCapital
Quaker Wealth Management
  • Home
  • How We Can Help
    • Our Planning Process
    • Our Services
    • QMAP
  • About Us
    • Our Team
    • The Quaker Way
  • Contact
  • Blog
  • Client Login
    • AdvisorClient.com
    • eMoney
    • RightCapital

Investing is Emotional

One of the largest detriments to investment performance is emotionally-driven intervention. In simple terms, we help you get out of your own way. 


We designed QMAP to take the emotion out of the investment decision-making process by using a data-driven scoring metric to make timely and strategic portfolio decisions.

Find out more

Start Here

Determine Risk Tolerance

Analyze Current Portfolio Makeup

Analyze Current Portfolio Makeup

This goes beyond a questionnaire.  We use real examples to determine how you'd react to different market environments.

Analyze Current Portfolio Makeup

Analyze Current Portfolio Makeup

Analyze Current Portfolio Makeup

How are you currently invested, and is it reflective of your personal risk tolerance and time frame?

Adjust & Align

Analyze Current Portfolio Makeup

Adjust & Align

Make the necessary changes to ensure that your investment allocation matches your intentions.

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