Oppoquest

Overview

Oppoquest is a small, client-facing wealth advisory firm that runs active portfolio management for individuals and small businesses while also producing investment-focused publications or newsletters. The firm’s asset allocation skews strongly toward publicly traded equities, with a significant portion of its discretionary capital deployed in exchange-traded names. Oppoquest combines traditional discretionary equity management with access to third‑party alternative managers, and its fee model includes percentage‑of‑AUM fees alongside fixed and performance‑based arrangements for certain mandates. Investment activity centers on direct equity exposure and liquid exchange‑traded instruments, but the firm supplements those positions with allocations to non‑liquid strategies—primarily real estate, commodities, and oil & gas—through external managers or specialized vehicles. Oppoquest does not position itself as an ESG‑focused allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices