Quad-Cities Investment Group, LLC
Overview
Quad-Cities Investment Group, LLC is a private investment firm based in Davenport, Iowa, offering personalized wealth management and financial planning services. The firm provides a range of services, including life planning, investment solutions, estate and charitable giving, business planning, and risk management. Their team-based approach leverages the individual strengths of each member to offer a broader scope of expertise than typically found in a single advisor. The firm's investment strategy focuses on creating logical, disciplined investment strategies tailored to clients' unique financial objectives. They emphasize a comprehensive process that evolves with clients' life circumstances, ensuring that financial plans are created, implemented, and monitored with clients' unique objectives in mind. The firm is committed to serving clients with integrity, offering personalized, independent advice and asset management. They are a Registered Investment Adviser, and their services are only offered to clients or prospective clients where they are properly licensed or exempt from licensure. Past performance is no guarantee of future returns, and investing involves risk and possible loss of principal capital. No advice may be rendered by Quad-Cities Investment Group, LLC unless a client service agreement is in place.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Quad-Cities Investment Group, LLC
What sectors does Quad-Cities Investment Group, LLC invest in?
Quad-Cities Investment Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Iowa, United States. Quad-Cities Investment Group, LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Quad-Cities Investment Group, LLC invest at?
Quad-Cities Investment Group, LLC backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Quad-Cities Investment Group, LLC invest in?
Quad-Cities Investment Group, LLC invests across United States.
What companies has Quad-Cities Investment Group, LLC invested in?
Quad-Cities Investment Group, LLC's portfolio includes Apple, First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF, Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF, iShares Trust - iShares Core Dividend Growth ETF and iShares Trust - iShares Core S&P Mid-Cap ETF.
Last updated · Source: ConnectSafely investor database
