Plan. Invest. Relax!

Helping you make better investment decisions, so you can relax and enjoy more of life.

 
 
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Our Mission

“To help you develop a deeper understanding of the global financial markets, and to translate that understanding into optimal investment portfolios for each of your intended goals.”

Juan Carlos Herrera - Founding Partner

 
 

Plan.

Infrastructure Consulting:

Selection of custodian, banks, and brokers, trading platforms and infrastructure, banking and lending consulting, creation of family office.

Financial Planning:

Investment reviews, estate planning, retirement planning, cash flow planning, budgeting, investment projections, lifestyle planning.

Investment Consulting:

Asset allocation construction, risk management, investment manager selection and search, unique access to private investments, research.


Invest.

Science-Based Investing (SBI):

We base our investment philosophy on Nobel Prize-winning academic research, which clearly states that, over the long run, the vast majority of active managers will fail to outperform their benchmarks. Learn more by viewing our blog posts. And don’t take our word for it, see here who else thinks this way.

Separate Managed Accounts (SMAs):

Custom-made, index-based SMAs, with tax advantages.

Global Market Portfolio:

Global Index of all major asset classes.

Alternatives & Derivates:

Custom hedging and derivative strategies (options and futures).


Relax!

Coordination of all other advisors (tax, legal, etc.)

Philanthropy management 

Advanced financial reporting

Family governance

Administrative services

Lifestyle & concierge services

 

Why us?


Science-Based Investing (SBI)

We base our investment philosophy on academic research, which clearly states that, over the long run (20+ years), high cost, tax inefficient, active management is likely to underperform low cost, tax efficient, broadly diversified passive investing.
 

Technology

We use the latest technology to give you holistic customizable reportes on all your assets and access to all your accounts and investments at a moments notice. Our investment algorithms rebalance portfolios, look for tax loss harvesting opportunities, and measure volatility risks.

Fiduciary

A fiduciary is a person or organization that owes to another the duties of good faith and trust. It is the highest legal duty of one party to another, and also involves being bound ethically to act in the other's best interest. We serve as a trusted fiduciary, always putting your interests ahead of ours.
 

Credentials

We have managed the risk for billion dollar family offices, earned a PhD degree in finance (optimal portfolio) 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.

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Julio Cacho, Ph.D. - Founding Partner

Julio is founder and Chief Investment Officer of Quantor Capital. Julio has more than 15 years of combined professional and academic experience in financial statistical research, optimal investment selection, and investment risk management. Previously, Julio was a director of risk and performance at Ziff Brothers Investments, a private multi-billion dollar family office in New York City. At Ziff, Julio developed investment and hedging strategies as a quantitative researcher, and implemented risk management strategies. Julio holds a masters of finance and doctor of philosophy (P.h.D.) in finance and economics from Princeton University. He received a B.SC. in Actuarial Science and an M.A. in economics with highest honors from ITAM University in Mexico City. Julio is currently a faculty member at Rice University and has taught at Princeton University, ITAM, and the Swiss Finance Institute. Julio has also been a seminar speaker at top universities and financial institutions. Julio won the 2005 Citi-Banamex research in economics prize and has published articles about optimal portfolio selection in peer-reviewed academic journals.

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Juan Carlos Herrera - Founding Partner

Juan Carlos is founder, head portfolio manager, and co-founder of Quantor Capital. After graduating from the University of Texas in Austin, Juan Carlos began his financial career in Madrid, Spain working for a boutique consulting firm. In 2006, Juan Carlos came back to the United States and joined Citigroup where he held positions in wealth management and private banking for affluent families. In 2008, Juan Carlos left Citi to start a quantitative hedge fund, QL Capital Management. While at QL Capital Management, Juan Carlos helped design, develop, and trade unique short term trading strategies that invested in over 80 markets. Juan Carlos has a bachelors of arts degree from the University of Texas at Austin and currently holds a Series 65 and 3 FINRA licenses.

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Cole Conkling, J.D. - Partner

Cole is a Partner and Managing Director at Quantor Capital. Prior to joining Quantor Capital, in April 2019, Cole was an associate at the national litigation boutique McDowell Hetherington LLP, where he litigated commercial disputes for major corporations and insurers. Prior to that, Cole was a litigation associate for over five years at Andrews Kurth LLP (now Hunton Andrews Kurth LLP), where he represented multinational corporations in some of their most complex and high stakes disputes. He received his B.A. in Biology from The University of Texas at Austin in 2005, and his J.D. from The University of Houston Law Center in 2010, where he graduated cum laude, served as the Energy Editor of The Houston Journal of International Law, and was a member of the Order of the Barons. Cole served as a briefing clerk for the Texas First Court of Appeals and for a United States Magistrate Judge. Cole holds a Series 65 license. He is a board member of The Children’s Fund, an all-volunteer non-profit that raises money for early-stage, Houston-area children’s charities; a member of St. Martin’s Episcopal Church; a past committee chair of the Houston Bar Association; and a fellow of both the Texas Bar Foundation and Houston Bar Foundation.

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Alejandro Diego - Partner

Alejandro co-founded QL Capital SA de CV in September of 2006 and registered as a Commodity Trading Advisor (CTA) to offer a proprietary trend-following Managed Futures program to investors . In February of 2013 thanks to a capital investment from a seed-investor, QL Capital Management was formed in Houston to offer the program to U.S investors through a fund vehicle managed by Alejandro. QL Capital Management IP was sold to Emil Van Essen LLC in May of 2016, As portafolio manager and research analyst at Emil Van Essen, Alejandro was in charge of incorporating QL trading strategies into EVE’s futures program, as well as doing research into new quantitative trading algorithms for various markets. Alejandro has been founder of 6 different companies, including MacWare, Ollin VFX, MacZone of Mexico, Oelli, Solexico, Grupo StarMaya and QL Capital Management. He has over 10 years of trading experience and has a degree in Electronic Engineering from Rice University in Houston, Texas.