Brokerage Services

Investments are the cornerstone to building and maintaining wealth. Raymond James Financial Services, Inc. standard of service is nationally recognized as one of the best in the business. For more than fourteen years, Quest is proud to be affiliated with Raymond James. They enable client access to a broad range of financial services by providing a diverse mix of management tools and state-of-the-art technology.


After careful analysis of your risk tolerance, life stage, cash flow needs and return expectations, decisions regarding your asset allocations will conform to an Investment Policy Statement, whihc guides all decisions involving investments and portfolio rebalancing.


Here are some of the brokerage services we provide through Raymond James Financial Services, Inc., member FINRA/SIPC.


Fee-Based Asset Management

Investment products offered through Raymond James:
Alternative Investments
Bank Certificates of Deposit
Brokered Certificates of Deposit
Corporate Bonds
Exchange Traded Funds
Freedom Account
Foreign Securities (ADRs)
Money Market Funds
Mutual Funds, both Open-end and Closed-end
Passport Investment Account
Publicly Traded Stocks
Selected Municipal Bonds
U.S. Government Bonds

Insurance products offered through Raymond James:
Annuities, both Variable and Fixed
Disability Insurance
Life Insurance
Long-term Care Insurance


Education and Retirement Savings products offered through Raymond James:
401(k) Accounts
529 College Savings Plans
Individual Retirement Accounts (IRAs)
Simplified Employee Pension Plans (SEP)


Cash Management products offered through Raymond James:
Elite Investment Account
Elite VISA® Platinum Debit Card



Trust Services

Often, clients ask for a corporate trust company option to be named in their estate plans. Quest Capital Management, Inc. frequently recommends using the independent Raymond James Trust Company. They are able to serve as trustee, agent, or custodian for a variety of trust options: living trusts, charitable remainder trusts, life insurance trusts and special needs trusts, to name a few.