VIAQUEST ADVISORS LLC

Overview

Viaquest Advisors LLC is an independent registered investment adviser that concentrates on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates under individual ownership and uses a fee model that combines a percentage-of-AUM schedule with hourly billing for planning or advisory tasks. Investment activity is weighted toward public mutual funds and pooled public vehicles, with a sizable portion of client assets managed on a discretionary basis through a single primary custodian relationship. Viaquest does not market itself as an active ESG investor and is not classified as a capital allocator; instead it sources alternative exposure through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices