Quest Investment Management provides portfolio management services for individuals, families, and institutional clients. The firm builds customized investment portfolios primarily using large capitalization growth stocks, intermediate- and short-term fixed income securities, or a blend of both. Quest Investment Management tailors its investment advice based on each client's specific financial situation, time horizon, risk tolerance, and liquidity needs. In addition to direct portfolio management, Quest Investment Management serves as a sub-advisor for other firms and advises real estate pooled trusts that invest in commercial properties in the Portland, Oregon area. The firm operates as an employee-owned registered investment advisor headquartered in Lake Oswego, Oregon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Retail large cap equity schedule shown. Retail conservative capital asset allocation strategy charges 0.40% on all assets. Fees are negotiable.