Our investment philosophy
Many people chase after the latest flashy investment, whether it’s crypto or a hot new stock, hoping for quick gains. However, we believe the real key to financial success lies in a strategy that prioritizes reliable, steady growth over time. By focusing on consistency rather than volatility, we help you build a solid foundation for your financial future. We take the time to understand your unique goals and needs, and then we craft a customized investment plan that aligns perfectly with them.
Invest with a team of experienced professionals
We’re independent advisory fiduciaries, which means we don’t have to play by anyone else’s rules but yours. Unlike advisors who may be influenced by quotas or proprietary products, we have the freedom to access all investment options. This independence allows us to focus solely on creating a personalized investment strategy that aligns with your unique goals and financial situation. By leveraging our broad access to the investment landscape, we work closely with you to develop a tailored plan that prioritizes your financial success, ensuring that your needs and aspirations are at the forefront of every decision.
Capture the upside while avoiding the downside
Our investment philosophy aims to grow and preserve your assets efficiently. We achieve this by crafting a personalized investment strategy that allows you to capture market upside while limiting your exposure to downside risks. *By diversifying investments across various asset classes, we seek to optimize returns and reduce volatility, ensuring your portfolio is resilient in the face of market fluctuations. Our approach is designed to provide steady growth, giving you the confidence that your assets are being managed with an emphasis on both growth and stability.
Client Success Stories
See what our clients say after working with us
Deana L.
“We are extremely pleased to be clients of AQuest. The whole team has gone beyond our expectations in protecting and growing our assets. They consider our needs and lifestyle – never offering a “cookie-cutter” solution, but tailoring a wide variety of financial instruments for our special needs.”
This statement is a testimonial by a client of the financial professional as of 04/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Sue J.
“I am so lucky to have Jason and his team managing my investments. He has helped me make the right decisions for my investments in my retirement as well as before. He is extremely knowledgeable and I trust his advice and suggestions. He takes the time to educate me on the best strategies and why he is recommending them to me. He treats me like family and always makes me feel comfortable. His staff is very friendly and also makes me feel at home. I would highly recommend Jason as a financial advisor.”
This statement is a testimonial by a client of the financial professional as of 03/07/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Gordon S.
“We have been long-term customers of Jason after having gone through two negative experiences with prior financial advisors. Jason has a high degree of integrity, always looking out for your best interest (even if it reduces his income). He is very knowledgeable and open-minded to contrasting ideas. Service has continued to be excellent, even after moving out of state.”
This statement is a testimonial by a client of the financial professional as of 04/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Tax-efficient investment management
At AQuest, tax efficiency is at the core of everything we do, striving to help your wealth grow in the most financially advantageous way possible. Our investment philosophy integrates proactive tax management, helping you retain more of your earnings. By focusing on tax-efficient investments and utilizing strategies like tax-loss harvesting and asset location optimization, we work to maximize your after-tax returns. Every investment decision we make is carefully considered for its tax implications, aligning your portfolio with your financial goals while fully leveraging available tax benefits.
Be confident in your portfolio through all stages of life
Our clients are given full access to a dedicated financial advisor for unlimited advice and plan modifications. This means you can always rely on us to adjust your investment strategy as your life circumstances change. Whether you’re facing new financial goals, unexpected life events, or market shifts, your advisor is there to provide guidance tailored to your needs. By continuously monitoring and adjusting your plan, we remove uncertainty, enabling you to live your best life with assurance that your financial future is in good hands.
* There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Start your path to financial freedom
Ready to start working towards your dream lifestyle and become confident in your financial future? Click the button below to schedule a free discovery call with our team to see if we’re a good fit for one another.
