Quest Investment Management, Inc. offers investment advisory services for equity and balanced portfolios, fixed income and short-term cash for both institutional and individual clients. For equity portfolios, we offer a Large Cap Growth product as well as a Small Cap Growth product.

Individual account management is available for all advisory services for accounts over $20,000,000.

Quest also manages the CART (Capital Accumulation Retirement Trust) CART Equity and CART Small Cap Funds which are commingled/pooled trust accounts for tax-exempt assets only. These funds provide balanced and equity-only options for assets of $100,000 and higher. Please call for more information on the CART Funds.

These pages and all contents are property of Quest Investment Management, Inc. Information on this web site is intended for clients of Quest and citizens of the United States and should not be considered personalized. Quest may only transact business in a state that it is either registered, excluded or exempted from investment advisor registration requirements. These pages are not intended to provide investment advice nor are they designed to effect or attempt to effect transactions in securities or the rendering of personalized investment advice. Rather, these pages are limited to the dissemination of general information on products and services provided by Quest. Quest Investment Management Inc. is in NO way affiliated with Quest Capital Enterprises LTD.