A complete list of active advisors currently associated with OPPOQUEST

Warmer can help you find a great advisor at OPPOQUEST or one who fits your needs even better.

OppoQuest provides discretionary and non-discretionary investment management to individual and business clients, serving both high-net-worth and non-HNW investors. The firm delivers portfolio management through model-based separately managed accounts and also offers customized mandates for client-specific objectives. The firm follows a bottoms-up fundamental research process and maintains four main strategies—Growth, Moderate, Conservative, and an Options-Enhanced strategy that uses covered option writing—while employing ETPs, ETNs and occasional derivatives for diversification and cost efficiency. Portfolios are constructed with position limits (generally 10–50 positions), active sell discipline, and ongoing monitoring of correlations and risk characteristics. Compared with many peers, OppoQuest produces periodic educational newsletters and electronic posts and makes performance-based fee arrangements available to qualified clients, features that are relatively uncommon among supported firms. The adviser also manages held-away defined-contribution participant accounts via a third-party platform and routes trading primarily through Interactive Brokers and Charles Schwab.

To learn more about the advisors currently working at OPPOQUEST, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.