Why Clients Choose QCIC
The Quad City Investment Center (QCIC) is a team of experienced and dedicated professionals providing personalized guidance and a individualized client experience to a select group of individuals, small businesses, and non-profit organizations both in the Quad Cities and around the country. Our mission is to become an essential partner to our clients by leveraging our technical knowledge, experience, and sophisticated tools to help our clients identify and pursue what matters most financially. Our commitment to this mission is demonstrated by three core principals:
- CONSULTATIVE APPROACH
- PERSONALIZED STRATEGIES
- MEANINGFUL RELATIONSHIPS
|CONSULTATIVE APPROACH||PERSONALIZED STRATEGIES||MEANINGFUL RELATIONSHIPS|
|Thorough discovery and active listening helps us understand what matters most to each client||A team approach that allows for perspective and guidance for every stage of life||Working with a select number of clients assures high levels of accessibility and responsiveness|
|A custom plan is developed that illustrates where our clients are today along with strategies toward a better future||A time tested investment approach that is focused on managing risk and is tied to each client’s stated goals and the needs identified in their plan||Ongoing communication helps clients understand their progress and allows us to anticipate client’s needs, prepare for challenges , and remain flexible to act|
|Straightforward recommendations that are understandable and easy to implement||A comprehensive focus that goes beyond investments to integrate our client’s financial lives||Taking the time to understand what matters most and provide exceptional service for multiple generations|
|Confidence that comes from having a clear plan in place||Comfort that comes from having an experienced team in your corner||Assurance that comes from a long-term working relationship based on trust|
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Quad City Investment Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. Quad City Bank & Trust and Quad City Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Quad City Investment Center, and may also be employees of Quad City Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Quad City Bank & Trust and Quad City Investment Center. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s brokercheck.finra.org.