Quantum Financial Management LLC is registered with the State of Illinois as a Registered Investment Advisor, with Malay Vasavda as the principal of the firm. We are a boutique wealth management firm, but our service offering exceeds that of larger financial institutions. In order to provide world-class service to all of our clients, Quantum Financial Management utilizes world-renowned investment strategies and cutting-edge technology to provide an outstanding client experience. Please read below for more information about our team.

Our Philosophy

Integrity - Because we work in a fiduciary capacity, nothing is more important to us than our clients' best interests. Trust, honesty, and integrity are the foundation upon which we build successful client relationships. We know that our success depends on our reputation, and we conduct business accordingly.

Objectivity - In order to be objective, it is important that our firm is free of financial relationships with any other businesses, such as brokerage firms, mutual fund companies, and insurance agencies. As a fee-only wealth management firm, our only source of financial compensation is our clients. We do not receive commissions on any financial products we recommend, nor do we accept fees from any third party to which we refer our clients. Unlike commission-based salespeople and "fee-based" advisors that also sell life insurance and annuities, our only business is providing leading-edge, unbiased financial advice specific to your needs and goals.

Continuing Excellence - We realize the world of financial rules and regulations is always changing and we strive to consistently stay abreast of any changes that could impact our clients. Our clients have sophisticated needs that call for creative solutions. Our collaborative relationship with our clients and our strategic partnerships with subject matter experts ensure that we have an arsenal of knowledge to address our clients' ever-changing needs.

Wealth Management - Malay Vasavda, CFP®, MBA

Malay Vasavda began his wealth management career in 2005, when he started working at an established fee-only wealth management firm in the Chicago area. He was responsible for assisting the principal of the firm with delivering a variety of services to the firm's wide range of clients. He was mentored by the principal of the firm, who has over 25 years of wealth management experience. In 2007, Malay decided to start his own wealth management practice and Quantum Financial Management came into existence.

Malay has held the Certified Financial Planner® designation since 2008. He has been quoted in several publications, including the Wall Street Journal, Business Week, the Chicago Sun Times, Financial Advisor Magazine, Bankrate.com, and Quick & Simple Magazine. Malay has also been featured in popular financial planning podcasts and as a guest writer in Technology Tools For Today, a financial planning practice management newsletter. Malay has a passion for assisting his current and future clients with wealth management strategies to help them achieve their goals.

Malay is a Registered Advisor with the National Association of Personal Financial Advisors (NAPFA). NAPFA holds financial advisors to the highest ethical and continuing education standards in the financial services industry. NAPFA is the largest association of Fee-Only financial advisors that work on a fiduciary basis. For more information about NAPFA, please visit http://www.napfa.org.

In addition to his financial planning experience, Malay brings a strong professional background to Quantum Financial Management, having worked for some of the most respected companies in the world. After earning his MBA from the University of Illinois at Urbana Champaign in 1998, Malay spent 7 years working in a variety of management and consulting roles at General Electric, PriceWaterhouseCoopers, The Home Depot, and Premier Farnell. His diverse experiences in a variety of industries have provided him with solid business acumen and a truly professional, client-centric approach.

Asset Custody Services

As a Registered Investment Advisory firm, Quantum Financial Management does not directly hold client assets. Our clients' managed assets are housed at Pershing, one of the oldest and most trusted custodial firms in the world. Pershing has innovative technology platforms that enable our clients to have 24 hour access to updated portfolio information through the Internet. Knowing that their assets are placed at a world-class custodial institution in a transparent manner gives our clients confidence and peace-of-mind when they invest with us. Click here for information about safety of client assets at Pershing.

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