Quadri Investment Management is a Las Cruces-based firm that offers innovative investment management solutions for individuals and institutions. With a team of experienced professionals, they aim to provide high-value services through unique investment strategies designed to diversify portfolios and deliver non-correlated sources of returns.
Their goal-based financial planning technology helps clients create, implement, and maintain investment strategies that align with their lifetime financial goals. Quadri Investment Management also provides detailed reporting of holdings, transactions, asset allocation, and performance through their online portal, mobile app, and Envestnet.
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