Services

Services

Equity Research

Quo Vadis Capital, Inc. provides single stock research on companies in the consumer space with a specialization in restaurants and retail. Our research and consulting advice is tailored to the needs of professional money managers, portfolio managers and analysts. Our clients range from long-short funds operating in a market neutral environment to large, long-only managers with very long time horizons. In every case, our objective is to create research and analysis which is accretive to our client’s process and adds insight to their understanding of a company’s profit and return trends which can be used to form the basis of a profitable investment thesis.  Contact us for a sample of our written product and commentary.

Financial & Strategic Consulting

Quo Vadis Captial, Inc. is pleased to offer its industry expertise in the consumer space, proprietary return on invested capital (ROIC) based-approach and analysis, and knowledge of capital markets to the management teams of growing companies in the restaurant and retail industries. We aid companies and provide strategic insight and expert opinion on capital deployment, independent valuation, transactions, and market knowledge. Contact us to discuss how we can apply our perspective to your firm’s needs and strategic and financial decision making.

Wealth Management

Quo Vadis Captial, Inc. provides wealth management and portfolio construction for individuals. As a Registered Investment Advisor (RIA) Quo Vadis has a fiduciary duty to put its clients’ interest first. We will consult with you and construct an equity or balanced portfolio designed to meet your investment objectives and risk considerations. Contact us to set up an initial conversation regarding our approach, investment edge, and your wealth management needs.

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About Us

Proprietary Structural Analysis & Forecasting

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Our Process

How We Generate an Edge

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