Houston, TX Office

OppoQuest, LLC provides investment management to individual and business clients through separately managed accounts under both discretionary and non-discretionary arrangements; as of December 31, 2025 the firm reported $45,712,135 in assets under management across 77 client accounts. The firm focuses exclusively on portfolio management and offers four mainline model strategies (Growth, Moderate, Conservative, Options-Enhanced) as well as customized mandates to meet client-specific objectives.

The firm’s investment process is primarily bottoms-up fundamental analysis, with emphasis on position sizing, diversification, and a defined sell discipline, and it does not limit ideas by asset class, sector, style, or market capitalization. Portfolios routinely incorporate Exchange-Traded Products (ETFs and ETNs), including derivative-based ETNs and option-writing in the Options-Enhanced strategy, and are monitored and rebalanced with attention to downside risk controls.

Noteworthy relative to peers, OppoQuest offers a performance-based fee option for qualified clients and periodically distributes impersonal newsletters and electronic posts—features that are statistically uncommon among similar supported firms. The firm also supports held-away account management via a third‑party platform (Pontera) and executes and custodians client trades through relationships with Interactive Brokers and Charles Schwab.