The strategy seeks to defer taxes, achieve diversification, and minimize fees

  • Maximize Tax Deferral – Perpetuate 1042 deferral through equity-based QRP

  • Maximize Diversification – 250+ holdings of largest, cap-weighted US equities

  • Minimize Fee Drag – Our fees are simple and affordable

Read our white paper on 1042 QRP solutions for Sellers to ESOPs

Live Performance
QRP Research

Our Process

For illustration purposes only


Maximize Tax-Deferral

Perpetuate 1042 deferral through equity-based QRP

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400+ Holdings

Diversification helps to protect wealth

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Low All-In Costs

Floating rate note solutions can be very expensive

FRN Discussion


Tailored to Your Needs

Risk management and purchase price financing options available

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Interested in Learning More?

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Implementation Options

Managed Accounts

Please feel free to reach out if you have questions on implementing our strategies.

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