What we do

Quantor Capital is focused on helping individuals, families, and institutions develop a deeper understanding of the global financial markets, and translating that understanding into optimal portfolios for each of their intended goals. We serve as a trusted fiduciary, always putting our clients’ interests ahead of ours.

Why Us

Our credentials and experience distinguish us from our competitors. We have managed the risk for billion dollar family offices, earned a PhD degree in economics from one of the most prestigious universities in the country, managed a multi-million dollar hedge fund, and helped affluent families manage their wealth at one of the largest private banks in the world. For more on our team please see our bios here.

What we don’t do

We are not stock pickers, bond pickers, or product salesmen.


Julio Cacho, Ph.D. Founding Partner

“We give peace of mind. We want to earn our clients’ trust by always putting their interests first and sharing our knowledge and experience.

Given the vast amount of misinformation about investing, I made it a mission of mine to teach investors how to optimize their investments by following a few simple rules and avoid making countless mistakes.”


Our Services 

Advisory

it all starts with a plan

Asset Management

Simple is better

Beyond Investments

Dedicated to complex family needs

(Year to Date 2018)

12/31/2017 - 11/30/2018

Global Markets NOV YTD.jpeg.001.jpeg

US Stocks: The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

International Stocks: The MSCI EAFE Index is designed to represent the performance of large and mid-cap securities across 21 developed markets, including countries in Europe, Australasia and the Far East, excluding the U.S. and Canada. The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 21 countries.

Emerging Stocks: In 1988, MSCI launched the Emerging Markets Index, which consisted of just 10 countries representing less than 1% of world market capitalization.  Today the MSCI Emerging Markets Index consists of 24 countries representing 10% of world market capitalization.  The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 24 countries.

Gov. Bonds (EX-US): Bloomberg Barclays Global Aggregate Bond Index EX-US

US Treasuries: Bloomberg Barclays US Treasury Index. The Bloomberg Barclays US Treasury Index measures US dollar-denominated, fixed-rate, nominal debt issued by the US Treasury. Treasury bills are excluded by the maturity constraint, but are part of a separate Short Treasury Index.

US Corporate Bonds: The Bloomberg Barclays US Corporate Bond Index measures the investment grade, fixed-rate, taxable corporate bond market. It includes USD denominated securities publicly issued by US and non-US industrial, utility and financial issuers.

Commodities: Bloomberg Commodity Index (BCOM) is calculated on an excess return basis and reflects commodity futures price movements. The index rebalances annually weighted 2/3 by trading volume and 1/3 by world production and weight-caps are applied at the commodity, sector and group level for diversification. Roll period typically occurs from 6th-10th business day based on the roll schedule.

Gold: Gold is the futures market price change of one ounce of gold.



US Treasury Yield Curve (Year to Date)

Source: Bloomberg Professional