The FundQuest Difference Who We Are

The FundQuest Difference

Who We Are

What We Offer

Why FundQuest?

About FundQuest

Developer of customized online, fee-based asset management programs

RIA with $10 billion in assets under management

Objective, innovative firm

Fee-Based Experts

Strategic consulting

Investment management

Technology focused

Simplified selling system

We Work With Leading Financial Institutions

BanksInsurance

CompaniesBroker-Dealers

Trust Departments/

Firms

Wealth-Management

Groups

Partner to the Nation’s Investment Leaders

Who We Are

What We Offer

Why FundQuest?

Access A Menu of Flexible, Fee-Based Products

Delivered Over the Web

Money Management Expertise

CompleteBack-Office Support

Sales & Marketing Resources

Alternative Investments

Mutual Fund Wrap

Separate Accounts

Fee-Based Brokerage

Unified Managed Accounts

Trust Integration

Exchanged Traded Funds

Insurance Products

Retirement Income Platform

Resulting in a Customized and Simplified Selling SystemThat Drives Your Organization’s Fee-Based Business

Unparalleled Speed to Market

Money Management Expertise

Best-in-breed money managers

Managed and guided portfolio offerings

Rigorous investment selection

Research and due diligence

Complete Back-Office Support

Outsourced administrative services

Account setup and administration

Data download and reconciliation

Fee and transaction processing

Complete Back-Office Support

Dedicated client liaison group – Link between FundQuest sales

and client’s back-office team– Monitor and tackle client issues– Coordinate operational

calls with client

Dedicated Sales Team

Relationship Manager

Inside Sales Representative

External wholesaler support

National consulting groups 

Extensive Marketing Resources

Strategic marketing consulting

Customized and off-the-shelf marketing programs

Practice management/business development resources

Who We Are

What We Offer

Why FundQuest?

Benefits to Clients

Turnkey managed money platform

Directly link to client product solutions

Ongoing promotional campaigns

Strategic consulting

Customized rollout programs

Monthly marketing campaigns

Business development resources

The FundQuest Difference

Extension of your firm’s capabilities

Customized, client-branded programs

Clearing and product agnostic

Unparalleled speed to market