Sugar Land, TX Office
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OPPOQUEST
Supported
Firm-wide stats for OPPOQUEST
About
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.
Based on OPPOQUEST
Expertise
Based on OPPOQUEST
Location
Sugar Land TX
Advisors at this office
2
Advisors at this office
Manan A
Series 65
Sugar Land, TX
OPPOQUEST
Manan Atit is a financial advisor at OPPOQUEST with one year of industry experience. He holds a Series 65 credential and previously worked at Honeywell, Abbott, Netra Health, and Alcon. He is also the co-founder of Netra Health, a venture that invests in early-stage life science companies. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through separately managed accounts with multiple model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates various asset classes, including ETFs, ETNs, and option strategies, while offering performance-based fee options and held-away account support.
Paresh J
Series 65
Sugar Land, TX
OPPOQUEST
Paresh Jain is a financial advisor at OPPOQUEST with 13 years of industry experience. He holds a Series 65 designation and has worked at OPPOQUEST since 2013. Prior to that, he was affiliated with Texas Southern University for five years. OPPOQUEST provides investment management services to individual and business clients, focusing on portfolio management through a range of model strategies and customized mandates. The firm employs a bottoms-up fundamental analysis approach and incorporates diversified asset classes, including ETFs and options-based strategies.
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