RWQ Financial Management Services, Inc.
RWQ Financial Management Services, Inc. (doing business as Q Capital Solutions) is a registered investment adviser headquartered in Naples, Florida. Founded in July 2018 and incorporated in New Jersey, the firm is owned by Robert W. Quinlan. RWQ provides financial planning and investment advisory services, managing portfolios and offering personalized advice for individual and institutional clients. With approximately 2–4 employees, the firm is focused on the customized management of client assets and delivers services to a broad client base, including high-net-worth individuals and families.
Investment Strategy
RWQ offers comprehensive financial planning and portfolio management services tailored to each client's needs. Their approach emphasizes individualized investment strategies based on client goals, risk tolerance, and preferences, supported by ongoing advisory relationships and regular account reviews. RWQ manages client portfolios through discretionary authority and assesses client accounts quarterly, applying fees based on assets under management. The firm prioritizes transparency, accessibility, and fiduciary responsibility in its investment operations.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 11.53% | $26.6M | 104,326 | $253.73 | $254.63 | +$26.2M |
A AMZN | AMAZON COM INC | 7.72% | $17.8M | 80,990 | $219.39 | $219.57 | -$2.8M |
M MSFT | MICROSOFT CORP | 7.21% | $16.6M | 32,075 | $439.26 | $517.95 | -$6.3M |
G GOOGL | ALPHABET INC | 7.20% | $16.6M | 68,240 | $189.76 | $243.10 | +$7.0M |
G GE | GE AEROSPACE | 7.12% | $16.4M | 54,570 | $235.12 | $300.82 | -$5.5M |