COMPREHENSIVE
INVESTMENT CONSULTING

FOR THE PEOPLE BEHIND THE CORPORATION
AND THE HUMAN BEHIND THE BRAND

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By business owners for business owners

As independent advisors of Raymond James, we have the agility and accessibility of a boutique consultancy, with the manpower and network of one of the top independent financial firms.

401(k) Plan
401(k) Plan

As a 3(21) fiduciary, we design and implement strategic retirement plans by comparing fees, matching, profit sharing, and Roth options across multiple platforms. Then we help you manage your 401(k) plan, from investment selection through one-to-one employee meetings.

Individual Accounts
Individual Accounts

Specializing in family legacy and trust accounts, our private wealth management services extend to multi-generational families, business owners, young professionals, and retirees.

Strategic Advisory
Strategic Advisory

Each business has unique goals and opportunities. As investment consultants, backed by the international network of Raymond James, we’re eager to match you with the right resources for succession planning, lending solutions, and investment banking.

401(K) PLAN

401(K) PLAN

As a 3(21) fiduciary, we design and implement strategic retirement plans by comparing fees, matching, profit sharing, and Roth options across multiple platforms. Then we help you manage your 401(k) plan, from investment selection through one-to-one employee meetings.

INDIVIDUAL ACCOUNTS

INDIVIDUAL ACCOUNTS

Specializing in family legacy and trust accounts, our private wealth management services extend to multi-generational families, business owners, young professionals, and retirees.

Strategic Advisory

Strategic Advisory

Each business has unique goals and opportunities. As investment consultants, backed by the international network of Raymond James, we’re eager to match you with the right resources for succession planning, lending solutions, and investment banking.

PLANNING WELL > INVESTING WELL > LIVING WELL

YOUR EXPERIENCE

You are a busy individual. Whether you’re building your enterprise and creating your legacy, or traveling the world and enjoying the fruits of your life’s work, you have the support of a team who takes care of you––the individual, not just the account. Using our vast network that is Raymond James and its affiliates, we proactively manage your family’s and your company’s assets under one roof, and act as a concierge for such resources as estate planning, investment banking, lending solutions, and succession plans.

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OUR APPROACH

For over 40 years, Quintus Investment Counsel and our predecessor organizations have enjoyed life-long relationships with our clients, their families, and their employees. With Raymond James as our brokerage firm, we’re pleased to have the agility and accessibility of a boutique firm, with the resources and support of an international organization. Our President is Serge Melkizian, AIF.

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We look forward to hearing about the lifestyle you’re working to build. Let’s start a conversation.

 626.628.2700

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