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Q3 Asset Management was founded by professional
traders. Our focus is to give retail investors the same
cutting edge, actively managed investment strategies
used by institutional investors. We have deep roots in
portfolio management and technical analysis. We
believe our background, coupled with our expertise in
quantitative investing, gives us a clear advantage over
traditional methods of money management.
Our strategies are designed to capitalize on the
strongest market opportunities and eliminate emotion
from the investment process.
Who Is Q3
www.q3tactical.com
ACTIVE | DISCIPLINED | RESPONSIVE | DIVERSE
2175 Cole Street | Birmingham | Michigan | 48009 | 248-566-1122
A qualified retirement plan account is often an
individual’s largest asset. However few investors have
the knowledge, emotional discipline, or time needed to
manage it effectively. Q3 Asset Management attempts
to eliminate these barriers to prudent investment
management by working with financial advisors, third
party administrators (TPAs), and record keepers to
offer actively-managed portfolios for participants in
401(k), 403(b), and 457 accounts.
Using Q3’s Professional management can help plan
participants to reach their investment goals.
MANAGEMENT
RETIREMENT PLAN
• Target-Date Portfolios
• Universe of Low-Cost ETFs
• Responsive to Market Changes
Why Management Makes Sense
smartsolution
Q3Asset
Management
Q3 Voyage Managed
Target-DatePortfolios
www.q3tactical.com 2175 Cole Street | Birmingham | Michigan | 48009 | 248-566-1122
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
> 40 yrs 30 to 40 yrs 20 to 30 yrs 10 to 20 yrs < 10 yrs Retirement
Q3 Voyage Adjusts As Retirement Approaches
Equity Alternative Bond Short-term
The Q3 Voyage Managed Portfolios
The objective of retirement plan investing is to build a nest egg that can be used when an employee’s
working years are over. This not only requires employee participation but proper diversification and
account management. The Q3 Voyage Managed Portfolios seek to achieve this goal by combining strategic
portfolio design with tactical investment management techniques.
Description
The Q3 Voyage Managed Portfolios consider a diverse mix of global equities, alternative assets, and bonds.
Each strategy is reviewed weekly and is designed to actively adjust to the strongest performers in each
category. The approach includes a market environment filter that may position accounts more defensively
during periods of market uncertainty.
The portfolios are initially allocated based on an investor’s stage of life and will shift to become more
conservative as their retirement date approaches.
The Q3 Voyage Managed Portfolios feature:
• Allocations grounded in capital market assumptions and financial theories rigorously developed over
several decades of academic research
• A comprehensive set of asset classes that deliver exposures to not just global equities and global fixed-
income but alternative asset classes as well
• Active management with tactical allocation options when appropriate
Q3Asset
Management
The Q3 Voyage Managed Portfolios do not ensure a profit nor guarantee against loss. Investors should read the strategy fact
sheets carefully before investing to make sure that the associated portfolio is appropriate for their goals and risk tolerance.

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Q3 Voyage Managed Portfolios Handout Intro

  • 1. Q3 Asset Management was founded by professional traders. Our focus is to give retail investors the same cutting edge, actively managed investment strategies used by institutional investors. We have deep roots in portfolio management and technical analysis. We believe our background, coupled with our expertise in quantitative investing, gives us a clear advantage over traditional methods of money management. Our strategies are designed to capitalize on the strongest market opportunities and eliminate emotion from the investment process. Who Is Q3 www.q3tactical.com ACTIVE | DISCIPLINED | RESPONSIVE | DIVERSE 2175 Cole Street | Birmingham | Michigan | 48009 | 248-566-1122 A qualified retirement plan account is often an individual’s largest asset. However few investors have the knowledge, emotional discipline, or time needed to manage it effectively. Q3 Asset Management attempts to eliminate these barriers to prudent investment management by working with financial advisors, third party administrators (TPAs), and record keepers to offer actively-managed portfolios for participants in 401(k), 403(b), and 457 accounts. Using Q3’s Professional management can help plan participants to reach their investment goals. MANAGEMENT RETIREMENT PLAN • Target-Date Portfolios • Universe of Low-Cost ETFs • Responsive to Market Changes Why Management Makes Sense smartsolution Q3Asset Management
  • 2. Q3 Voyage Managed Target-DatePortfolios www.q3tactical.com 2175 Cole Street | Birmingham | Michigan | 48009 | 248-566-1122 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% > 40 yrs 30 to 40 yrs 20 to 30 yrs 10 to 20 yrs < 10 yrs Retirement Q3 Voyage Adjusts As Retirement Approaches Equity Alternative Bond Short-term The Q3 Voyage Managed Portfolios The objective of retirement plan investing is to build a nest egg that can be used when an employee’s working years are over. This not only requires employee participation but proper diversification and account management. The Q3 Voyage Managed Portfolios seek to achieve this goal by combining strategic portfolio design with tactical investment management techniques. Description The Q3 Voyage Managed Portfolios consider a diverse mix of global equities, alternative assets, and bonds. Each strategy is reviewed weekly and is designed to actively adjust to the strongest performers in each category. The approach includes a market environment filter that may position accounts more defensively during periods of market uncertainty. The portfolios are initially allocated based on an investor’s stage of life and will shift to become more conservative as their retirement date approaches. The Q3 Voyage Managed Portfolios feature: • Allocations grounded in capital market assumptions and financial theories rigorously developed over several decades of academic research • A comprehensive set of asset classes that deliver exposures to not just global equities and global fixed- income but alternative asset classes as well • Active management with tactical allocation options when appropriate Q3Asset Management The Q3 Voyage Managed Portfolios do not ensure a profit nor guarantee against loss. Investors should read the strategy fact sheets carefully before investing to make sure that the associated portfolio is appropriate for their goals and risk tolerance.