Quarry Hill Partners with Focus Partners Advisor Services — Quarry Hill Advisors

A New Partnership with Focus Partners Advisor Services

We're excited to share a new strategic partnership with Focus Partners Advisor Services. Focus Partners provides institutional-caliber technology, investment research, trading and operational support, cybersecurity resources, and advanced planning resources to independent firms like ours — the kind of infrastructure that would be difficult for a firm our size to build alone.

This will allow Quarry Hill to remain what it's always been: a boutique, independent, fiduciary advisory firm. We continue to own the firm, make every decision, and serve as your trusted advisors. Bjorn and I are confident this partnership will make Quarry Hill stronger while preserving everything that makes our firm unique. There are many benefits Focus will provide QHA clients:

• By taking administrative and operational work off our plate, Focus allows our team to spend more time where it matters most: serving you.
• Fee savings for clients via lower-cost ETF portfolios 
• Fee savings for many clients by replacing bond mutual funds with bespoke bond portfolios at no charge ($500k minimum) 
• Lower investment cost pricing for clients using direct indexes 
• Access to new lending solutions, and negotiated pricing for our clients 
• More sophisticated tax management for clients with concentrated stock positions
• The addition of Fidelity as a custodial option for client accounts
• Best-in-class technology and resources supporting every recommendation we make.
• Expanded access for clients to a broader range of tax-managed investment solutions, family office solutions, and lifestyle services
• Institutional planning support spanning a wide range of client needs – Risk Management, Trust & Estate Solutions, Charitable Planning
• High Yield Cash Management Solution
• Personal Trust Services

It's the best of both worlds: the personal relationship of a boutique advisory firm, supported by the resources of one of the industry's leading platforms.

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