Tri-Quest Investment Advisors

Overview

Tri-Quest Investment Advisors is a small, independent RIA that serves individuals and families with a mix of advisory services and brokerage activities. The firm operates as a capital allocator, favoring pooled public funds as the primary vehicle for client exposure while also offering access to third-party alternative managers. Its business model blends portfolio management and financial planning with ancillary services—acting as a real estate broker and insurance broker, publishing client communications, and running educational seminars and workshops. Fee arrangements are flexible, including percentage-of-AUM fees alongside hourly and fixed-fee engagements, which aligns with a client base that ranges from straightforward advisory relationships to project-based planning work. The firm is not positioned as an active ESG investor, and it does not report a broad multi-state advisory footprint. Tri-Quest also engages in selection of other advisers, suggesting they curate external managers for specific mandates rather than building all strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices