Aqi - Investment Advisers

About Aqi

Applied Quantitative Investments LLC, which goes by Aqi, is an investment adviser headquartered in Lone Tree, Colorado. The firm reports $107.86 million in regulatory assets under management and 11 employees. It is one of the Investment Advisers in Colorado and is also listed in the US investment adviser directory. The firm describes itself as infrastructure for independent advisors and advisory firms. Its services include systematic, factor-based portfolio construction with rules-based implementation and ongoing rebalancing, a centralized digital platform for reporting and analytics, and operations and compliance support covering account onboarding, paperwork, workflow management, and documentation. Clients can use these services as one connected platform or only for selected functions. Under this model, advisors keep responsibility for client relationships and advice, while the firm provides the structure, systems, and oversight that support that work.

Key Facts

Assets Under Management

$107.86M

Employees

11

SEC File Number

801-135052