Investment Management

The Quest Capital & Risk Management team provides fee-based investment management services based on our clients’ long-term needs and risk tolerance. Our core belief is that proper asset allocation and professional, ongoing advice are essential components of investment success. 

We believe that to properly manage your financial assets, we need to have a complete picture of who you are and what you hope to achieve financially. Our conversations with clients about risk and reward help guide us in designing investment portfolios that are tailored to each client’s life and risk appetite.

Because of our independence, we can choose from a broad array of products and services. There are no proprietary products we are required to represent, so we can offer financial guidance based solely on our clients’ financial agendas. This model curtails conflicts of interest, since our fee is directly tied to the value we provide.

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Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
We are registered to sell Securities in the following state(s): New York
We are licensed to sell Insurance in the following state(s): New York
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