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QBI believes that the elements that have historically preceded challenging return environments have advanced materially, and will diminish investors’ ability to generate attractive net returns.

Given this environment, it is critical to manage components that reduce the potential for net returns: 
 

DOWNSIDE EXPOSURE DURING MARKET CORRECTIONS

INVESTMENT MANAGEMENT FEES

 


 

The QBI Investment Philosophy:

To combine diversified multi-factor quantitative ranking and fundamental analysis to offer long-term growth potential and
reduced market risk by investing globally in what we believe are high quality businesses at attractive valuations, exhibiting
financial strength and positive momentum

 Quality Beta at a Reasonable PriceSM (QBARPSM)

 

 

PEOPLE

Our founders and leadership team bring over 120 years of combined investment experience to the Firm. 

 
Rick C. Jaster, CFA®
Chief Investment Officer,
QBI Financial, LLC
Principal, Asset Growth Partners, LLC
  • 21 years of investment experience
  • Member of both QBI and AGP Executive & Operating Committees
  • Chartered Financial Analyst (CFA®), CFA Institute
  • Master of Business Administration, The Marriott School of Management at Brigham Young University
  • Bachelor of Science, Brigham Young University
Ben R. (Tripp) Rudisill III
Portfolio Manager and Head of
Fundamental Research,
QBI Financial, LLC
Principal, Asset Growth Partners, LLC
  • 21 years of investment experience
  • Member of the Investment Committee for QBI Financial, LLC
  • Master of Business Administration, Finance, Vanderbilt University, Owen Graduate School of Management
  • Bachelor of Science, Political Science and Economics, The University of North Carolina Chapel Hill 
Laura C. Kernaghan, CFA®
Managing Director Investment Research,
QBI Financial, LLC
Partner, Asset Growth Partners, LLC
  • 15 years of investment management experience
  • Member of the Investment Committee for QBI Financial, LLC
  • Chartered Financial Analyst (CFA®), CFA Institute
  • MBA – Economics, Finance & Accounting, Booth School at University of Chicago (High Honors)
  • Bachelor of Arts – Economics, Loyola University Chicago (Summa Cum Laude)
  • Phi Beta Kappa Honor Society
Nick M. Joyner
Investment Analyst,
QBI Financial, LLC
Partner, Asset Growth Partners, LLC
  • 7 years of investment experience
  • Master of Business Administration, Darden Graduate School at University of Virginia
  • Bachelor of Science-Finance, Wake Forest University (Cum Laude)
Brian E. Simpson
Managing Principal,
Asset Growth Partners, LLC
Chairman, Investment Committee,
QBI Financial, LLC 
  • 31 years of investment industry experience
  • Member of both QBI and AGP Executive & Operating Committees
  • Master of Business Administration, Fuqua School of Business at Duke University (Fuqua Scholar)
  • Bachelor of Arts-Economics, Duke University (Cum Laude)
 
 

 

QBI Financial, LLC (“QBI”), a wholly owned subsidiary of Asset Growth Partners, LLC,  is registered with the Securities and Exchange Commission as an investment adviser. Registration does not imply a certain level of skill or training. A copy of QBI’s form ADV can be found at  https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=286639

iSteps - Portfolio solutions combining actively managed low-volatility equity portfolios with non-correlated asset classes to provide balanced, asset allocated, investment management solutions.

iSteps is a division of QBI Financial, LLC.

Asset Growth Partners, LLC (AGP) provides business services to affiliate investment boutiques. These services include but are not limited to business development activities. AGP is not registered as an investment adviser and does not provide investment advice.