At Intelligent Quant By Beratung, we are a renowned global Investment Management firm committed to collaborating with business and societal leaders in overcoming their most critical challenges and seizing their greatest opportunities.
Intelligent Quant By Beratung's Vision
To Be The Premier Financial Planning Team In Western PA.
We will strive to achieve our vision by owning the 412 over the next 10 years which is:

We Provide Comprehensive ADVICE, GUIDANCE & COUNSELING…
to EDUCATE and EMPOWER our clients…
to make INFORMED financial decisions…
so they can pursue their goals and live a fulfilling life.
Intelligent Quant By Beratung's Approach

Investment Philosophy
We offer our clients a unique mix of complementary investment strategies across equity, fixed income and alternative asset classes. At Amadeus Wealth Alternatives, we believe that rapid technological, economic and social changes are hastening a reassessment of how people invest. The new times in which we live call for a wider, broader and deeper investment toolkit. In addition to traditional investments, Amadeus has considerable expertise with alternative investments. Owing to a volatile stock market and the potential for both a stock and bond market corrections as interest rates rise, alternative investments have become increasingly attractive to many investors. We focus on identifying investment themes – ideas that are asymmetric in their risk/reward and potentially misunderstood or underappreciated by the market. We express these themes through tactical and strategic allocations to alternative investment solutions, targeting better risk-adjusted outcomes with higher returns and lower volatility.
Investment Strategies
Alternative investments generally fit into two categories; return enhancers and risk mitigators. Certain solutions require higher minimums, and all require specialized due diligence. Generally, we favor private debt, private equity and real estate on a primary and secondary basis, promissory notes, equipment and aircraft leasing, direct and co-investments, venture investing, direct secondaries, options trading (to hedge long positions), multi-alternative, GP interests, litigation finance, energy, and other special situations. A main objective of including these non-correlated alternatives in your portfolio would be to have returns remain positive during market downturns. A summary of some of the alternative asset classes we allocate to can be found on our web site under the Resources Tab.

About Intelligent Quant By Beratung ®
At Intelligent Quant By Beratung, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.
Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the Intelligent Quant By Beratung approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first At Intelligent Quant By Beratung Team–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It’s opportunity time. Let’s get to work!
Intelligent Quant By Beratung is your Client-Centric Advisor
We embarked on our journey with a distinct approach. And behind every business decision is a single core belief: Do what’s best for our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology to discovering better ways to improve client service, it’s all about our clients. We strive to simplify our clients’ lives, find solutions, and create long lasting, trusted relationships. We like to say, “We are The Client-Centric Advisor.”
Our core principle was to invest in people, communities, and the success of our clients. Consistently recognized as a top workplace, Intelligent Quant By Beratung has garnered a reputation for creating an environment where individuals thrive. We proudly serve more than half of the Fortune 100 companies and a third of the Fortune 500, while also collaborating with startups, not-for-profit organizations, and a myriad of innovative entities.
Intelligent Quant By Beratung's Rich History of Lasting Relationships Built on Personal Advice
Our firm is steeped in a tradition of client service and personal relationships. We built these relationships over a 30-year period devoted to helping individuals and their families achieve their financial goals. We are experienced and knowledgeable fiduciaries and always have been. We have been an independent-minded, fee-only investment advisor since our founding. While these traits and characteristics have become the industry standard for wealth advisors, we are proud to have been leaders in our industry, adopting these standards at our inception. Our independence in an era of consolidation allows us to remain conflict free. Our industry has seen many changes over the years, but our core beliefs have never wavered: independent-minded, knowledgeable personal advice at a fair, transparent fee. We look forward to the next 30 years and hope you will allow us to help navigate your financial plan.
What Sets Intelligent Quant By Beratung Apart ?
Intelligent Quant By Beratung's Experience
Intelligent Quant By Beratung's Comprehensive Wealth Planning
Intelligent Quant By Beratung's Value Proposition
Intelligent Quant By Beratung's Large Endowment Approach
Intelligent Quant By Beratung Works With
Managing the Complexities of Wealth
As dedicated partners and trusted advocates of your wealth, we take a team approach that combines our knowledge, experience, perspectives and insights to provide fully integrated wealth management solutions.
Individuals & Families
We build integrated wealth planning solutions to meet your needs now, and for generations to come. Wealth planning questions we address include:
- How do I take a balance sheet approach and make sure my investments are aligned to my goals?
- What is the best approach for managing taxes on my income and my investments?
- How do I build retirement savings while saving for my children’s education?
- What insurance coverage do I need to protect my family and my assets?
- What are the options for setting up a trust to help leave a legacy?
- What is the best approach to fund a vacation home?
- As I approach retirement, how do I transition my assets to prepare to receive income?

Executives
Our team of financial and tax planning professionals understand the wealth planning challenges faced by corporate executives. We provide a comprehensive analysis of your overall financial picture and can help you identify and implement the appropriate solutions, services and strategies for your situation.
- How can I optimize the value of my overall compensation and benefits package?
- I need assistance with planning for a future liquidity event.
- How do I integrate my stock options into my overall wealth plan?
- How can I better diversify my restricted or controlled stock positions?
- How do I best plan for my child’s educational expenses?
- Is my insurance and risk management plan appropriate?
- I need help with multigenerational estate planning and trusts.
- I need a professional experienced in liability and liquidity management.

Business Owners
We understand that your personal needs and the needs of your business are often closely intertwined and recognize that your business might be your largest and most important asset. We provide seamless, cost efficient service by taking a “full balance sheet” approach to both your business and personal financial needs. Some of the issues we help entrepreneurs and business owners address include:
- How do I set up a business succession/exit plan for my business?
- How do I ensure my trust and estate is properly set up?
- How can I best position my company for a sale?
- What are my options for efficient tax planning?
- I’d like to get another opinion of my current wealth plan.
- How do I manage my restricted/concentrated equity ownership positions in the company?
- How do I handle the liability management needs for both company and myself?
- Does our company have the capital readiness to support a new merger/acquisition?
