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		About Quantum Capital Management is a full service, SEC-registered investment counselor and advisor, founded to provide wealth management solutions for individuals, families, corporations and non-profit organizations. Operated as an independent subsidiary of Focus Financial Partners, Quantum provides the level of personal attention of a small organization, with access to the resources of one of the largest independent fiduciary wealth management firms in the U.S. The QCM Advantage At Quantum we are committed to being an independent, fiduciary investment advisor. Being independent, we are not influenced by any outside relationship in our investment decisions. We do not accept referral fees or compensation that is contingent upon the purchase of a financial product. As a fiduciary, we act solely in the best interests of our clients. View our firm's profile on the Paladin Registry. Competitive Strengths Consistent Investment Discipline Across All Strategies Fundamental analysis driven allocations and bottoms-up securities selection. Identifies investment opportunities during market downturns and restricts investments in elevated up-markets. Intrinsic value focus reduces volatility and adds downside protection. Risk management begins before initial security purchase. Strict sell-discipline helps moderate volatility in elevated markets. Consistent application of buy and sell disciplines across all portfolio styles. Continuity of Management Team and Investment Style Founders continue to actively manage the business. Team approach to managing all portfolio strategies. Performance versus Marketing-driven. Our principal activity is conducting research and managing our portfolios. Achieving performance at reduced risk for our clients is the focus of our business. Recognition Quantum Capital Management has been a member of the Schwab Advisor Network™, serving Charles Schwab's high net worth clients since 1999. Competitive Advantage Disciplined and Repeatable Process Proven investment team and portfolio management style. Portfolio management team with an average of more than 20 years experience. Low portfolio turnover. Consistent achievement of low volatility relative to benchmarks. History of solid long-term performance. Lifecycle Approach to Managing Client Assets Open communication between clients and portfolio managers. Focus on investment policy development and management.

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