Lion Quest LLC

Lion Quest LLC works with individuals, high‑net‑worth clients, corporations or business entities, and also accepts charitable organizations, offering ongoing portfolio management, financial planning, and referrals to third‑party investment managers. The firm documents client goals and constraints in an Investment Policy Statement and provides targeted services such as hourly or fixed‑fee consultation for divorce asset division.

The firm tailors portfolios to each client’s goals, time horizon, and risk tolerance, using model allocations and regular account reviews; although it may request discretionary authority, the firm’s reported assets are managed predominantly on a non‑discretionary basis. Its investment process draws on multiple methods—fundamental, technical, quantitative, cyclical and charting analyses—and may utilize mutual funds, ETFs, fixed income, real estate funds, annuities, private placements and options strategies.

Distinctive features include an explicit practice serving charitable organization clients, which is uncommon among peers, and the principal’s role as a licensed insurance agent who may offer commissionable insurance products (a relationship the brochure discloses as a potential conflict of interest). As a solo adviser with a small client base, the firm emphasizes client‑directed management, periodic reviews, and selective use of third‑party managers rather than concentrating assets under full discretionary control.