Intelligent Quant By Beratung Unlocks your financial potential with comprehensive planning Strategic Insights Personalized Advice cutting-edge technology
We help you manage your money so you can pursue your goals.
Services
Intelligent Quant Team is here to meet your needs
Investment planning
Tailored investment strategies to help clients grow their wealth and achieve their financial goals.
Retirement planning
Comprehensive retirement plans designed to secure a comfortable and worry-free future.
Education planning
Guidance on saving and investing for educational expenses, such as college tuition.
Portfolio management
Active management of investment portfolios to optimize returns while managing risk.
Asset allocation
Strategic allocation of assets to achieve diversification and maximize long-term growth potential.
Risk management
Assessment and mitigation of financial risks through insurance solutions and other strategies.
MERGER ARBITRAGE
Our Merger Arbitrage strategy is focused mainly on corporate takeovers. Each investment seeks to capture the spread between the current and projected values of securities of companies involved in a merger or acquisition. To employ this strategy, we typically establish a long position (usually a purchase of common stock) in an announced takeover candidate and, if the proposed merger or acquisition is structured as a share-for-share deal, take a short position in the acquiring company.
REAL ESTATE INVESTMENTS
Our Real Estate strategy pursues generally illiquid investments in real estate-related assets, especially in cases where improvement of the asset, leasing and addition of management expertise can add value. We invest opportunistically across a broad range of real estate assets, in various parts of the capital structure, with a focus on office, retail, multifamily and industrial assets.
RISK ARBITRAGE
Our Risk Arbitrage strategy generally consists of investments in publicly traded companies involving theoretical arbitrages often resulting from what Farallon sees as inefficiently priced trading markets. The theoretical arbitrage investments included in this category may include investments in holding companies and their subsidiaries, or securities trading in separate markets or on separate exchanges, hedged with financial instruments in expectation of convergence between market price and theoretical value.
Helping You Secure Your Financial Future
Investment Management
We are a CFP® certified group with 19+ years of experience in financial services. We help working professionals reach their goals by focusing on their aspirations and values, and by providing investment advice that is based on evidence—not emotion. We apply principles from academic research and financial science to manage globally diversified, asset class portfolios for individuals and families with unbiased advice.
Personal Financial Planning
This is where we dive deep to make sure we address each of the key areas of a financial plan to help you protect and grow your wealth. I practice Financial Life Planning which is a stronger approach to traditional financial planning that is more values-based and life-centered. I align your core values, beliefs, and goals to your fully customized Wealth Plan. My goal is to help you develop a more successful and satisfying relationship with money.
Wealth preservation
We offer complete wealth management solutions tailored to your unique situation Hiring an advisor to help manage your wealth is a major decision. Our goal with clients is to make the process simple and digestible. It feels great to have a big next egg, but it can also be stressful when it’s not being properly managed. We will provide you with a financial roadmap to set you up for success, share unbiased advice to help you grow your wealth, and also show you how to turn your money into a sustainable income stream during retirement.
Intelligent Quant By Beratung As Seen On
Intelligent Quant By Beratung Has Been Building wealth, creating Financially Independent futures.
Why us
Trusted experts with years of experience and industry accreditations
At Intelligent Quant By Beratung, we are dedicated to guiding you on your financial journey with expertise, integrity, and a personalized approach. Our team of experienced financial consultants is committed to helping you unlock your full financial potential, one step at a time.
Our mission is to empower you with the knowledge and tools to make informed decisions, secure your financial stability, and achieve lasting success.
A decade of proven financial expertise.
Serving a thriving community of satisfied customers.
A dedicated team of financial experts at your service.
Guided by integrity, trust, and client-centricity, our values drive everything we do.
Integrity
Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Objectivity
Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.
Expertise
Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.
Trust and Confidentiality
Understand the importance of trust and confidentiality in your client relationships.
Long-Term Relationships
Build long-term relationships with your clients based on trust, open communication, and mutual respect.
Accountability
Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.
Our Credit strategy invests in credit instruments that we believe are mispriced, or inexpensive relative to their underlying risk. We look for attractive risk-return across all credit markets globally, in both public and private orientation. We have a solutions-oriented approach, utilizing our capital to facilitate constructive outcomes for stakeholders. Our strategy is flexible and nimble with an experienced team to analyze complicated situations
Our Strategic Capital investments are typically private market transactions. They may be in various parts of the capital structure, ranging from equity to debt or exotic securities. We generally look for situations where we can create bespoke investments tailored to the unique objectives of our counterparty or where traditional institutional capital is not available. Our global team is prepared to move quickly, providing timely, customized financial solutions.
Our Long/Short Equity strategy primarily invests in common stock that we believe is underpriced or overpriced relative to its intrinsic or fundamental value, based on an in-depth, differentiated assessment of a company and its market compared to other market participants. Investments also may be made in anticipation of events, changes or catalysts. Market risk and other risks may be hedged through a variety of financial instruments, including options, derivatives and short sales.
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IQ Wealth Management
7702 E Doubletree Ranch Rd Ste 300
Scottsdale, AZ 85258-2132
