Quad-Cities Investment Group

Quad-Cities Investment Group

Quad-Cities Investment Group was established in 2010 in Davenport, Iowa, positioning itself as a wealth management firm serving the Quad Cities metropolitan area that spans the Mississippi River between Iowa and Illinois. The firm is organized as a registered investment adviser, a regulatory designation requiring fiduciary duty to its clients. Its founding coincided with a broader post-financial-crisis trend of breakaway advisers launching independent RIAs in mid-sized American markets. The firm provides three interlocking services: investment management, financial planning, and portfolio management. Investment management involves discretionary security selection and asset allocation. Financial planning addresses tax strategy, retirement income, and estate considerations. Portfolio management covers ongoing rebalancing and performance monitoring. The firm's ADV filing indicates it advises high-net-worth individuals, trusts, estates, and small businesses — a client mix standard for community-based advisory practices. No specific portfolio positions or alternative-asset commitments have been publicly disclosed. Team size and total assets under management are not publicly reported. The firm operates from a single office in Davenport and has not disclosed additional locations. No adjacent philanthropic vehicles, operating companies, or co-investment clubs have been identified. Its regulatory footprint is limited to SEC registration as an RIA, with no known private fund complexes, SPV structures, or institutional separate accounts. The firm's structural distinction lies in its geographic concentration. Operating from Davenport — the largest city in the Quad Cities region — the firm's client base is likely drawn from the local professional class, business owners, and regional trusts. This community-bank model of wealth management, centered on personal relationships rather than institutional scale, makes the firm difficult to profile using the metrics that define larger multi-family offices or national wealth platforms.