Quantum Return Portfolio

Overview

The Quantum Return Portfolio combines multiple low-correlation investment strategies across several asset classes in a single portfolio. It is offered as a separately managed account held in the client’s own name at Interactive Brokers.

How It Works

Structure

Multiple quantitative strategies across several asset classes

Leverage

None; the portfolio is invested at 1.0x (no margin borrowing)

Custody

Client’s own account at Interactive Brokers, with daily visibility into positions

Minimum Account

$65,000

Advisory Fee

1.00% per year, billed monthly

Key Risks

The strategy can lose money, including in periods when the broad market rises. Diversification does not ensure a profit or protect against loss, and the portfolio may not be suitable for investors who need near-term access to their funds.

Request the Fact Sheet

The fact sheet includes hypothetical backtested performance, which has inherent limitations and does not reflect actual trading. We provide it only after a conversation about your investment objectives, financial situation and risk tolerance. To request it, complete the form below and enter Quantum Return fact sheet as the subject.

Bishop Financial Services, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This page is for informational purposes only and is not an offer or solicitation to buy or sell any security or investment strategy. Investing involves risk, including loss of principal. Form ADV Part 2A is available on request or at adviserinfo.sec.gov.