■ Total asset management amount of KRW 453 billion. 95.9% renewal rate of investment customers for more than one year. 23 cumulative affiliates.
As long as you have trusted us steadily for 6 years, we will continue to be a quarterback team that will do our best for the growth of our customers' assets. thank you.
※ Total asset management amount and cumulative affiliate institution standard date: December 31, 2021
※ Based on contract renewal rate: As of December 21, 2021, the ratio of temporary app accounts that have been maintained for more than one year
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A reliable quarterback service that can be invested for a long time.
1. Invest evenly around the world.
Even the market 10 minutes from now, we can't accurately predict. We provide 22 EMPs (ETF Managed Portfolios), which are evenly distributed investments in ETF assets listed in the US and Korea, so that they can withstand various market conditions. If you invest in US-listed ETFs, we also apply 90% institutional preferential exchange rates.
2. Observe the market every day.
The market does not move with one variable. Utilizing 5 AI engines, carefully look at various data that can affect the market and establish a response strategy.
3. Manage your portfolio steadily.
Just as mountains and rivers change in 10 years, the assets that move the market are bound to change. Elaborately select ETFs worth investing in and manage your portfolio consistently every month.
4. We provide reasonable service.
Quarterback believes that customers' assets must grow first before we can grow as well. That's why we charge only the necessary fees to provide the service.
If the theme-type investments that have to endure market volatility are not profitable, we do not receive management fees for life. Depending on the amount of asset management and the difficulty of management, customized investment receives only 0.8% of the annual service fee based on the amount of asset management.
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Q. What kind of company is Quarterback?
Like a reliable PB that has been with investors for a long time and has grown their assets, Quarterback is a wealth tech company that provides AI-based asset management services so that anyone preparing for the future can receive quality asset management services.
Q. Are quarterback products safe?
Your assets are kept in the KB Securities account opened when you sign up for Quarterback, and you have the right to deposit and withdraw only. The quarterback will manage your portfolio for you according to the discretionary contract. In addition, it manages assets by configuring a portfolio with only US and Korean listed ETFs that are convenient for trading.
Q. What permissions does the quarterback app use?
The Quarterback app utilizes only a small number of necessary permissions as shown below.
[Optional] Phone
When signing up for the Quarterback app, check if the mobile phone in your name is correct during the text authentication process for identity verification.
[Optional] Camera
When opening a non-face-to-face account, the camera permission is used to take a picture of your ID.
(The ID photographing information is used as authentication information of KB Securities where the account is opened, and the information is not leaked to the outside world.)
[Optional] Storage space
- When writing an inquiry, the permission is used to attach a photo.
Quarterback Asset Management Compliance Officer Review 22-04-01 (2022. 4. 1.)
* Not a protected product under the Depositor Protection Act * Principal loss (0-100%) may occur due to asset price fluctuations, exchange rate fluctuations, etc. and belongs to the investor * Listen to explanations before investment * Quarterback is an artificial intelligence algorithm-based discretionary investment service * Maximum depending on the product 5% annual fee and other additional fees may occur * Investment suitable for the customer or non-guaranteed of achieving profit * Passing the robo-advisor test bed * Passing the test bed does not guarantee achieving profit * Read the product description and terms and conditions before signing the contract
