Quest Investment Firm

Overview

Quest Investment Firm is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. Its operating profile indicates a single-state practice rather than a multi-state adviser, and it does not describe itself as an active ESG investor or a capital allocator to external managers. Advisory activity centers on discretionary portfolio management for private clients. The client base is concentrated in individual and family relationships rather than institutional mandates. The firm’s structure and size point to a boutique practice managing a small roster of accounts rather than a multi-office or national RIA platform.

Assets & Accounts

Public Holdings

Investments & Alternatives