Quest Investment Portfolio Management, Limited

Quest provides discretionary and non-discretionary portfolio management and ongoing investment advice to individuals, high-net-worth clients, pension and profit‑sharing plans, corporations, trusts, and estates, typically charging fees based on a percentage of assets under management. The firm implements client objectives largely through portfolios of no‑load mutual funds and ETFs and documents goals via a confidential client intake process.

The firm employs a team-oriented approach in which mutual funds and ETFs are treated as the primary “team members” rather than selecting individual stocks or bonds, aiming for lower volatility and valuation metrics that compare favorably to the S&P 500 while maintaining large‑ and mid‑cap equity exposure alongside fixed‑income holdings. Accounts are monitored regularly (typically weekly or more often) and may be managed on a discretionary or non‑discretionary basis according to client preference and written limitations.

Quest is owned and operated by a single principal who holds a CPA license and provides the firm’s professional and office services, an internal accounting affiliation and sole‑owner governance that are uncommon among peer firms. The practice is small in scale (two advisory personnel, roughly 28 client relationships, and approximately $21 million in assets under management), uses Schwab Institutional custody, does not aggregate trades, and does not vote client proxies, operational characteristics that distinguish it from many larger advisory firms.