Many of you are already aware of this news, but we are excited to announce that as of July 1st, 2016, 5T Wealth Management, LLC officially became 5TQ Capital, LLC.
Paul and Meghan Krsek and the entire team have consistently sought to improve our services, investment strategies and ultimately act as your most ardent wealth guardians in seeking to meet and surpass all your goals.
This name change is accompanied with the addition of three Partners, whom many of you have already met, or will meet soon. Paul and Meghan Krsek are now complemented with Govinda Quish, Jeffrey Roush and Hien Scozzafava, as new Partners.
Together, we all endeavor to build upon and enhance 5TQ Capital's long standing wealth management capabilities.
Our required regulatory Brochure and Supplements are provided below to you if you care to review them. We thank you for your continued patronage and welcome any inquiries regarding this wonderful news.
Our Office Information remains the same:
595 Coombs Street
Napa, CA 94559
Phone: (707) 224-1340
Fax: (707) 224-2521
Hours: M-F, 8:30am - 5:00pm
Our 5TQ Team:
Paul Krsek, Chief Executive Officer
Jeffrey Roush, Chief Operating Officer & Chief Compliance Officer
Govinda Quish, Chief Investment Officer
Phillip Lampé, Analyst
Meghan Krsek, Chief Financial Officer
Pamela Maloney, Family Office Accounting
Hien Scozzafava, Family Office & Sr. Client Services Representative
Jessica Sartain, Operations & Client Services Representative
Please click here, to view our updated Brochure and Supplements
(ADV Part 2) listing all 5TQ Capital LLC updates in full.
All the 5TQ Capital Partners
Disclosure and Disclaimer - Updated last on July 17, 2016, 2016 by Paul Krsek:
ELLUMINATION is the proprietary newsletter written for clients, friends, and affiliates of 5TQ CAPITAL, LLC .
FROM JUNE 1998 to January 1, 2016 Paul Krsek was the sole author of ELLUMINATION. While the views and representations found in the newsletter generally reflect the attitudes and opinions of the 5TQ CAPITAL, LLC members and staff, Krsek wrote without editing was therefore is solely responsible for the content and opinions contained in ELLUMINATION.
AS OF JANUARY 2016 ELLUMINATION IS NOW A COLLABORATIVE EFFORT OF THE INVESTMENT POLICY COMMITTEE OF 5TQ CAPITAL, LLC, LLC. THAT COMMITTEE IS CURRENTLY COMPRISED OF GOVINDA QUISH, PAUL KRSEK, JEFFREY ROUSH AND PHILLIP LAMPE.
ELLUMINATION does not represent the opinions of Fidelity, Fidelity Institutional Brokerage Group, NFS or anyone employed by Fidelity in any capacity. Neither Fidelity, Fidelity Institutional Brokerage Group, nor NFS, nor anyone employed by Fidelity in any capacity has participated in the creation of ELLUMINATION and they are not responsible for the contents or distribution of ELLUMINATION.
ELLUMINATION is written to provide general information to clients, friends, and affiliates. The contents of ELLUMINATION are not to be taken as individual investment advice. No investment decisions should be made based on the opinions or information offered in ELLUMINATION.
5TQ CAPITAL, LLC does not represent that the information in ELLUMINATION is accurate or complete and it should not be relied upon as such. Opinions expressed herein are subject to change or modification without notice.
The investment portfolio models or management services mentioned in ELLUMINATION may or may not be available in some states, and they may not be suitable for all types of investors.
5TQ CAPITAL, LLC manages accounts with various histories and investment objectives. Various accounts may be managed differently from time to time.
On July 1, 2016 Govinda Quish took over as Chief Investment Officer of 5TQ Capital, LLC. Quish and Krsek are currently collaborating, along with the other members of the Investment Policy Committee on investment strategy and portfolio construction.
Not all accounts managed by 5TQ CAPITAL, LLC are "modeled" accounts. We strongly urge our clients to understand which model or strategy, if any, are being used to manage their accounts.
From time to time 5TQ CAPITAL, LLC receives requests from clients to purchase securities that are not included in the model portfolios or strategies to which they are assigned. Effective May 24, 2006, 5TQ CAPITAL, LLC has encouraged clients to hold such securities in a separate account for the client. Because 5TQ CAPITAL, LLC is a "fee only" registered investment advisor" it charges its normal management fee for monitoring such securities in the separate accounts in which they are held.
5TQ CAPITAL, LLC makes every effort to exclude securities that are 'requested by the client' from the modeled portfolio accounts.
The investment objectives of various accounts and models may be substantially different from one another. Therefore topics or investments mentioned in E-Ellumination may or may not apply to specific managed accounts and/or models.
Trades or adjustments to accounts mentioned in ELLUMINATION may or may not happen in every account managed by portfolio managers at 5TQ CAPITAL, LLC.
If you are not satisfied with the investment results in your account it is your responsibility to inform Krsek or Quish to discuss possible changes that can be made to the account to accommodate and satisfy your needs.
The assets held in managed accounts at 5TQ CAPITAL, LLC may include stocks, bonds, cash, commodities, foreign exchange, mutual funds, exchange traded funds (ETF's), money market accounts or limited partnership interests that represent the same. They are subject to market fluctuation and the potential for losses. The assets are not insured. The value and income produced by these investment products may fluctuate, so that an investor may get back less than they initially invested.
The portfolio managers at 5TQ CAPITAL, LLC do not guarantee results.
Past performance should not be considered an indicator of potential future performance. If you do not consider yourself suitable, either emotionally or financially, to experience volatility and/or losses in financial markets, you should not invest.
From time to time the authors of Ellumination list the simple annual returns of model accounts mentioned in this newsletter. These accounts are "models" and do not represent the actual results accruing to individual accounts. Simple annual return does not represent "time weighted return" as reported individually to clients. 5TQ CAPITAL, LLC, LLC no longer provides composite performance reporting for "model" groups. Individual clients should request performance reporting on their specific accounts. 5T uses Orion Advisors to prepare those reports.
This document is for information purposes only and it should not be regarded as an offer to sell or as a solicitation of an offer to buy any securities or other instruments mentioned in it.