Quest Investment Management, Llc
Lake Oswego, Oregon
5.0
2 Reviews
Quest Investment Management, LLC is a highly reputable local investment advisory firm based out of Lake Oswego, Oregon. With over 10 individual clients and a remarkable $1,510,306,000 in assets under management, they have established themselves as a leading player in the financial industry. The firm operates from a single office, strategically located in Lake Oswego. Quest Investment Management, LLC prides itself on its discretionary approach, as 100% of the assets they manage are handled with careful consideration and expertise. Their compensation structure is diverse, incorporating various models such as a percentage of assets ...
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Assets Under Mgmt

$1.51B

Investment Professionals

9

Locations

0

% 401K & Individual

1%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
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