Quest Investment Portfolio Management, Limited

The firm provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, and estates, managing approximately $21.2 million across a small client base. Accounts generally carry a $100,000 minimum and are implemented primarily with no-load mutual funds and ETFs rather than individualized stock or bond selections.

Portfolios are constructed using a manager-driven approach in which the adviser selects and monitors mutual fund and ETF managers, emphasizing large- and mid-cap exposure, lower volatility relative to the S&P 500, and the inclusion of fixed-income allocations. Client accounts are monitored on an ongoing basis (typically weekly) and the firm provides retirement-account advice and rollover recommendations, acting as an ERISA fiduciary where applicable.

The firm is affiliated with accounting services through its principal, who is a Certified Public Accountant, and the adviser pays 40% of its billing for those professional and office services—an affiliation that is uncommon among independent advisers. It also serves pension and profit-sharing plans (a less common client type for peers), discloses an unrelated oil and gas ownership interest held by the principal, and does not aggregate trades or vote client proxies, features that may affect trade execution and proxy responsibilities relative to other independent firms.