Quest Investment Portfolio Management, Limited

Overview

Quest Investment Portfolio Management, Limited is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs client portfolios primarily through pooled public funds rather than direct equity positions, and its business model centers on a percentage-of-AUM fee schedule. Quest is organized as a corporation with an individual owner and is classified as unclassified; it does not operate as a multi-state adviser and does not position itself as a pension consultant or capital allocator. Investment activity shows a clear tilt toward mutual funds for core public market exposure while also allocating to select alternatives — most notably real estate, commodities and oil & gas. That mix suggests Quest blends diversified public fund strategies with third-party alternative managers to add income, commodity/inflation sensitivity and sector-specific exposure for clients. The firm lists an affiliation with an accountant, indicating access to tax-oriented planning resources consistent with serving high-net-worth individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices