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 * About
 * Team
 * Market Commentary
 * Contact

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 * About
 * Team
 * Market Commentary
 * Contact

PK Quantitative Investing, LLC is an independent investment management firm
utilizing data-driven strategies to manage client portfolios. We are passionate
about financial markets and strive to deliver superior investment results
consistent with our clients’ goals, objectives, and constraints.


PHILLIP B. KAISER, CFA, CFP®, CMT®

Phillip B. Kaiser is the founder, owner, and managing principal of PK
Quantitative Investing, LLC. In this role, he manages all firm operations and
serves as the primary investment advisor and portfolio manager for all client
accounts. Prior to founding PK Quantitative Investing, LLC, he worked as a
senior financial advisor/analyst at an independent registered investment
advisory (RIA) firm in Tucson, Arizona. Prior to entering the financial services
industry, he served in the United States Air Force.

Phil holds a master’s degree in Applied Economics from Johns Hopkins University,
a Master of Liberal Arts (ALM) degree, finance concentration, from the Harvard
University Extension School, and a bachelor’s degree in Management/Accounting
from Park University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a
Chartered Financial Analyst® charterholder, and a Chartered Market Technician®
charterholder. He is a member of the Financial Planning Association® (FPA®) of
Southern Arizona and the Chartered Financial Analyst (CFA) Society of Tucson and
has previously served on the board of both organizations.

In his spare time, Phil enjoys reading, traveling, cycling, and volunteering
with military veterans.

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PHILLIPK@PKQINV.COM

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