Quest Investment Portfolio Management, Limited

Overview

Quest Investment Portfolio Management, Limited is an independent, corporation-form wealth advisory firm that focuses on portfolio management for individual and small-business clients. The firm is owner-managed and charges fees based on a percentage of assets under management. Its regulatory snapshot indicates it does not market itself as an active ESG investor and, according to its filings, it does not identify as a multi-state adviser. One industry affiliation listed is with accounting professionals, which suggests coordination with tax or bookkeeping advisors as part of client service.

Assets & Accounts

Investments & Alternatives

Location & Offices