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At Quest Investment Firm, we listen, evaluate, educate and advise. Our approach is comprehensive and tailored to our clients\u2019 goals and priorities. We seek to understand each client\u2019s specific goals before designing a personal investment strategy that is firmly grounded in research and more importantly, reflective of the personal goals and objectives of each client along with our fiduciary standards.<\/p>\n
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Client meetings offer an opportunity to review investment results, discuss non-financial issues and consider life events that could have an impact on a client\u2019s overall financial priorities.<\/p>\n
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Financial Discovery Process:<\/strong> Through our financial planning discovery process, we work with our clients to understand the risk preferences and income requirements that will enable us to tailor a portfolio strategy that meets the needs of the client while adequately reducing risk through proper asset allocation and diversification.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Asset Allocation<\/strong>: The first and most significant part of the investment management process is asset allocation. This involves strategically targeting a percentage of a client\u2019s portfolio to be invested in the three major asset classes: equities (stocks, stock mutual funds or stock ETFs), fixed income (bonds, bond mutual funds or bond ETFs) and cash (money market funds, t-bills or short term CDs). Generally, these targets are based on age, risk tolerance and income requirements.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Diversification:<\/strong>\u00a0The portfolio strategy is further developed by allocating within asset classes to various sectors.\u00a0Since these sectors exhibit different risk and return characteristics, when prudently combined, they tend to reduce overall risk while improving returns in the long run.\u00a0Examples within the equity asset class includes the following stocks: value, growth, middle capitalization, small capitalization, international and emerging markets. Within fixed income, there are bonds: treasury, inflation protection, mortgage pools, corporate, international, high-yield and municipal.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Solutions:\u00a0<\/strong>The implementation of the portfolio strategy involves the buying and selling of various investment vehicles to create a well-diversified portfolio.\u00a0These could include direct stocks and bonds, as well as mutual funds, exchange-traded funds, or a combination of these investments.\u00a0As always, our portfolio construction process aims to build portfolios for client’s personal financial goals.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Portfolio Review<\/strong>: Financial markets are dynamic and investment opportunities are constantly being created. This may precipitate small changes in the portfolio and may involve portfolio rebalancing back to the target asset allocation or subtle changes among sectors.\u00a0As directed by our investment philosophy, we will attempt to buy what is undervalued and sell what is overvalued.<\/p>\n [\/vc_column_text][vc_empty_space height=”30px”][vc_column_text]<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n You worked hard to earn your money, we work hard to protect and grow it. Our Investment Advisory Firm focuses on the following three functions:<\/p>\n [\/vc_column_text][vc_column_text]<\/p>\n Investment Strategy and Measurement<\/strong><\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n We work with you to understand what you are trying to accomplish. Then, we develop the right investment strategy to achieve your goals given your risk tolerance and unique circumstances. Along the way, we show you how you are doing with comprehensive, institutional-quality performance reporting, liquidity monitoring, and cash flow modeling.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Implementation<\/strong><\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n We handle all the details for you including manager implementation, capital calls, and cash movements.<\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Wealth Strategies<\/strong><\/p>\n [\/vc_column_text][vc_empty_space height=”10px”][vc_column_text]<\/p>\n Your investment strategy is not complete without considering the impact of taxes. We work with you to ensure that we can maximize your after-tax investment returns by helping you manage custom strategies in asset location, estate planning, and charitable giving.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n [\/vc_column_text][vc_separator type=”transparent” up=”30″][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text]<\/p>\n \n[\/vc_column_text][\/vc_column][\/vc_row]<\/p>","protected":false},"excerpt":{"rendered":" [vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full_width.php","meta":[],"_links":{"self":[{"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/pages\/679"}],"collection":[{"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/comments?post=679"}],"version-history":[{"count":0,"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/pages\/679\/revisions"}],"wp:attachment":[{"href":"https:\/\/topglobalfinance.com\/expertise\/wp-json\/wp\/v2\/media?parent=679"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Families & Individuals<\/strong><\/h3>\n
Wealth Management<\/h5>\n