As of February, 2017
QST Capital LLC ("QST") is a registered investment adviser in the state of California, Minnesota and in other jurisdictions where exempted. QST and its representatives are in compliance with the current filing requirements imposed upon California registered investment advisers and by those states in which QST maintains clients. QST may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. QST’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of QST’s website on the internet should not be construed by any consumer and/or prospective client as QST’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by QST with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of QST, please contact the state securities regulators for those states in which QST maintains a notice filing. A copy of QST’s current written disclosure statement discussing QST’s business operations, services, and fees is available from QST upon written request.
Nothing on this website is an offer or solicitation to buy or sell any security, and QST is not soliciting any action based on the website. Nothing on this website is a recommendation that you purchase, sell or hold any security, or that you pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, account, tax or legal advice. QST is neither an attorney nor an accountant. The past performance of any investment, investment strategy or investment style is not indicative of future performance. While the performance represented in this website is believed to have come from a reliable source, its accuracy cannot be guaranteed. Some performance figures including that of indices such as the S&P 500 are rounded to the nearest figure or in some instances are truncated.
QST does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to QST’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by QST), will be profitable or equal any historical performance levels.
QST management personnel put all viable personal investment capital into QST strategies. This is done within reason and in some events may not include legacy positions that were inherited or owned prior to the formation of QST that carry significant capital gains, thus requiring a more sophisticated liquidation approach. Upon liquidation of these positions, management will put the assets into a QST strategy or hold cash positions if they choose. No QST manager makes new equity investments that are not QST strategies. Please see QST's ADV Part II for further information on management investing in these strategies.
Certain portions of QST’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, QST (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from QST, or from any other investment professional.
No client or prospective client should construe any information on this website as a guarantee that he/she will experience a certain level of results if QST is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of QST by any of its clients.
Trademarks represented as partners of QST are not intended as an endorsement. QST is a completely separate entity of these companies and QST does not represent any sort of ownership of the listed entities. Riskalyze Inc is a third party risk assessment firm. The risk scores calculated for individuals who take their questionnaire does not guarantee proper suitability of any QST investment strategies. The information, data, analysis and opinions contained in this report include the confidential and proprietary information of Riskalyze; may include or be derived from account information provided by your financial representative which cannot be verified by Riskalyze; may not be copied or redistributed; does not constitute investment advice offered by Riskalyze; are provided solely for informational purposes and do not constitute an offer to buy or sell a security; and are not warranted to be correct, complete or accurate.
Each client and prospective client agrees, as a condition precedent to his/her/its access to QST’s web site, to release and hold harmless QST, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from QST.