Prudent wealth management begins with a plan to address the universal
and lives on a process that is personal and purpose driven.

What's in a Name?

A meaning and a purpose

A commitment to partnerships

A belief in simplicity over complexity

What's a Quiver?

Simply put, a Quiver is a set of tools that helps you get a job done.

Just like an Archer with a Quiver of arrows for various shots or a Surfer with a Quiver of boards for different ocean conditions, investors should consider a quiver of tactics and strategies to help them harness the tides and manage the risks of financial markets.

A Quiver recognizes the corner stone of financial decisions should be artfully constructed with evidence based knowledge, common sense and a keen understanding of situational awareness.

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We are guided by a commitment to:

Thoughtfullness

consideration for the needs of other people.

Simplicity

the quality or condition of being easy to understand or do.

Creativity

the use of the imagination or original ideas, especially in the production of an artistic work.

Pragmatism

an approach that assesses the truth of meaning of theories or beliefs in terms of the success of their practical application.

And First and Foremost:

To Being Unique and Avoiding The Herd

the quiver story

Whats in a name?

A meaning and a purpose.

A commitment to partnerships.

A belief in simplicity over complexity.

A pragmatic view that prudent wealth management begins with a plan to address the universal and lives on a process that is personal and purpose driven.

Our clients hire us for our thoughtful approach to all things life and financial.  "Quiver" is a representation of this thoughtfulness that at the heart of a financial plan, investment management strategy or capital raise should be a process that simplifies complexity and is lead by people with purpose, experience and wisdom.

What's a Quiver?

Simply put, a Quiver is a set of tools that helps you get a job done.

Simply put, a Quiver is a set of tools that helps you get a job done.

Just like an Archer with a Quiver of arrows for various shots or a Surfer with a Quiver of boards for different ocean conditions, investors should consider a quiver of tactics and strategies to help them harness the tides and manage the risks of financial markets.

A Quiver recognizes the corner stone of financial decisions should be artfully constructed with evidence based knowledge, common sense and a keen understanding of situational awareness.

Do you like to have Fun with Finance?
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Our Strategic Partners

Since Folio launched in 2000, they have been dedicated to transforming the way people invest for the better. No other brokerage offers their unique combination of patented innovations, powerful platform, passion, and determination to help investors reap the benefits of smarter investing.

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Interactive Brokers conducts its broker/dealer business on over 135 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 1,746,000 trades per day.

visit interactive brokers

MCM is focused on enabling safe, productive and usable distribution of and access to sophisticated intellectual property designed to analyze market trends. Their goal is to connect users with concepts and technology that is not the standard consortium approach but rather breaks the mold and explores unique and non-traditional analysis that is both non-correlated and applicable for productive real-world use by investors.

visit mcm creative tech

Pretzel Logic's Market Charts and Analysis

Pretzel Logic 's articles have appeared on Yahoo Finance, Real Clear Markets, Market Watch, Investing.com, Minyanville, the Wall Street Examiner, and many other publications.  They originally made a name for themselves (actually, for his moniker) during the 2008 crash by calling many of the market turns with uncanny accuracy, often within a few SPX points.  They even called the exact March 2009 bottom in real-time on Capitalstool.com, in their intra-day trading forum.

visit pretzel logic
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Your Financial Vision
is Our Mission