A complete list of active advisors currently associated with Tri-Quest Investment Advisors

Warmer can help you find a great advisor at Tri-Quest Investment Advisors or one who fits your needs even better.

Tri-Quest Investment Advisors serves primarily individual clients, including some high‑net‑worth individuals and trust clients, offering financial planning (tax, insurance, retirement and estate planning) and discretionary portfolio management. As a small, single‑advisor independent RIA, the firm manages roughly $22 million in client assets and also assists clients in selecting and monitoring outside money managers for investments it does not directly manage. The firm’s investment approach emphasizes fundamental analysis and a relatively conservative strategy focused on general securities—stocks, bonds, mutual funds, government securities and options—with a low‑turnover orientation. Services are tailored through client consultations, with accounts reviewed weekly or monthly as appropriate, and investment research drawing on financial newspapers, specialty magazines and online resources. Noteworthy distinctions include the principal’s active insurance license (the firm sells non‑variable insurance products and may earn commissions) and a real estate license, both disclosed as potential conflicts of interest. The firm also provides educational workshops for clients and may recommend specialized outside managers for alternative investments, sometimes sharing fees with those managers.

To learn more about the advisors currently working at Tri-Quest Investment Advisors, 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.