A Large Cap Strategy Built for Your Book — Not Theirs
The iQUANT Traditional Large Cap Portfolio is built for independent advisors, RIAs, and investment professionals who want to outperform without outsourcing. Say goodbye to expensive, underperforming SMAs — and hello to smarter control over your clients' assets.
📈 Professional Returns, No Outsourcing
16.4% CAGR | 88% Up Years | Sharpe Ratio: 1.0
- Outperformed the S&P 500 in 20 of the past 25 years
- Modern Portfolio Theory applied to real-world execution
- Includes Growth, Buybacks & Nasdaq 10 allocations
- No overlay fees, no 3rd-party drag on performance
💼 Replace the SMA — Retain the Alpha
- Built for advisors managing their own portfolios
- Eliminates the cost & lag of traditional money managers
- Saves hours of research per week — and scales with you
- Frees up time to focus on referrals and relationship building
🛡️ Stress-Tested in Market Turmoil
This model has navigated every modern drawdown with confidence:
- Dot-Com Crash: -11.8% vs. S&P’s -37.6%
- 2008 Financial Crisis: Shallower drawdown, faster recovery
- COVID & 2022: Outperformed benchmarks both times
🎯 Why Advisors Choose iQUANT
- Built by professionals, for professionals
- Easy to deploy across multiple clients or sleeves
- No need to rely on flashy SMA marketing — just data
- Backed by math, not emotion
🚀 Ready to Take Control of Your Book?
See how iQUANT empowers advisors to perform, scale, and win referrals — all without a 3rd-party manager in sight.