Archer Signs Top Financial Advisor Quantum

Multi-Channel Flexibility Lauded

Berwyn, PA and San Francisco, CA (April 14, 2015) - Archer, a technology and services innovator for the investment management industry, announced today that a 2014 Financial Times’ Top Financial Advisor1, Quantum Capital, has selected Archer to support Quantum's investment management business.

Archer allows Quantum to apply new technology across its client segments, and to assist Quantum in expanding its retail presence. John Clifford, Director of Institutional Operations & Trading of Quantum Capital, explains, "We sought a flexible multi-channel solution and found Archer to be incredibly capable in handling the complexity and volume of our multi-sleeve portfolio structures.”

By combining a single-platform solution with expert operations outsourcing, Archer is uniquely qualified to serve multi-channel firms such as Quantum. Bryan Dori, Archer’s president and CEO said, “Quantum is highly respected in the industry. They have built an effective business model, to which Archer adds processing efficiency and transparency across business lines. The Archer solution applied at Quantum leverages both firms’ core competencies.”

In prior news, Archer received a capital infusion led by NewSpring Capital, and more recently announced new client Wall Street Associates.

About Quantum Capital
Quantum Capital, an independent SEC registered investment advisor, was founded in the San Francisco Bay area in 1996. The firm manages portfolios for private clients, family offices, endowments, foundations, public pensions and select financial intermediary platforms and utilizes unique metrics of fundamental analysis to construct and manage equity portfolios for a variety of investment strategies.

The Quantum Hedged Equity strategy was named as The Best Liquid Long/Short Alternative Strategy by Wealth & Finance International’s 2014 Alternative Investment Awards. Pensions & Investments magazine named Quantum Midcap Growth as one of the top strategies in its category.

About Archer
Archer is a privately owned and operated technology and services innovator for the investment management industry whose clients manage more than $1 trillion in assets. Archer offers simplified technology solutions and selective operations outsourcing which give investment managers stable and controllable infrastructure to facilitate growth.

1FT 300 Disclosure: The 2014 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

the Complete Investment Management Solution

Get Started with Archer

Ready to accelerate your growth? Speak to a member of our business development team to see how Archer can help you hit your targets — faster.

Contact Us

Our website uses cookies. By using this site, you agree to its use of cookies.