Building Bridges for Sustainable and Inclusive Growth

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:

Intelligent Quant By Beratung
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

Intelligent Quant By Beratung

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.

 
Intelligent Quant By Beratung

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 Give Back Programs

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

Our clients benefit from a breadth and depth of knowledge in investment management and in financial, retirement, estate, and tax planning. We feel our people set us apart from the competition. Our staff consists of experienced professionals whose skills remain sharp through continual training and education. We expect our professionals to be able to find creative solutions to your problems and not just refer you out to other service providers. That’s why our staff have some of the industry’s most respected credentials: CPA, JD, CFA, CFP and MBA. We foster a culture of continual learning and teamwork for the benefit of our clients. Our advisors are experienced, respected, and skilled at identifying goals, gathering and reviewing information, and designing customized plans. Through a collaborative process, we tailor a plan specifically for you based on market conditions along with your particular goals and circumstances, cash flow needs, tax considerations and other variables. We listen to your concerns and consult with our colleagues to create your plan.

Intelligent Quant By Beratung's Comprehensive Wealth Planning

At Intelligent Quant By Beratung, comprehensive wealth planning begins with relationship building, and there is nothing more crucial in a relationship than trust. It is the foundation of our long-term relationships with clients — relationships which often continue into the next generation as we work with clients’ children and grandchildren. We know trust has to be earned, and we do this by solving problems and delivering results. What we feel differentiates Argent from many other wealth management companies is our “deeply holistic” or comprehensive approach to our relationships. This means we have the experience in house to help you with all areas of wealth management if you choose: investment management, financial planning and estate and tax planning. In addition, we are proudly “fee-only.” This means we are independent-minded and free of sales biases or conflicts of interest. We adhere to the Fiduciary Standard and the CFA code of ethics, the highest standards in the business. We understand the significance of being entrusted with maintaining and building your wealth. This is a challenge we are proud to accept and determined to meet. It often begins when individuals come to us as a result of referrals from our clients or other advisors. They learn about our talent and capabilities. They retain and stay with us because they discover we listen to them and care about them.
Intelligent Quant By Beratung
Intelligent Quant By Beratung

Intelligent Quant By Beratung's Value Proposition

Our Value Proposition is to deliver integrated wealth management services efficiently to our clients through our in-house team of talented professionals. Most of our services are included under one comprehensive fee, potentially saving you money overpaying for multiple service providers. We invest heavily to retain quality talent across all wealth management disciplines so we can do more for you under one roof than most advisory firms can. We have experience not only in investment management, but also in crafting estate plans, financial plans and tax strategies. More services bundled under one fee structure is our value add. In most cases Intelligent Quant By Beratung can serve as your entire wealth management team, allowing you get a more harmonious plan and more services under one roof than most firms can deliver. Where clients have existing relationships with estate and tax professionals, we are still adding value in these areas over and above our typical competitor. As our advisors oversee your investments and other aspects of your financial life, they are always keeping a trained eye on areas of your plan that they may not directly oversee. At the very least, having another set of professional eyes knowledgeable and helping to oversee other professionals is a major value add. Often times our professionals can complement the recommendations or advice from your estate attorney or tax consultant. This will allow Argent to add value and help oversee all areas of wealth management.

Intelligent Quant By Beratung's Large Endowment Approach

We take a large endowment approach to investment management. Over the years, many large endowments have used a wide set of investment vehicles (i.e. private equity, hedge funds) to realize significantly better investment performance — with less risk — than individual investors. We add alternative investments to augment risk-adjusted returns over typical 60/40 stock/bond portfolios. Given that at least 90% of return comes from asset allocation, it is most important to get this element right. Portfolios with both traditional investments (stocks and bonds) and alternative investments (private equity, real estate, hedge funds) have had better long-term returns with less risk than those with traditional investments only. For over a quarter of a century, Argent has developed experience in both traditional and alternative investments. As a result, we can help you achieve your goals with less risk than is possible with a traditional stock-and-bond portfolio.

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:

Intelligent Quant By Beratung

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.

Intelligent Quant By Beratung

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:

Intelligent Quant By Beratung