OUR CULTURE
We treasure the culture of independence, innovation, and performance. Our founder is a first-generation immigrant who ingrained these values in the firm’s DNA and continues to build on that foundation.
We think that an entrepreneurial culture that trusts the passion and drive of an individual truly brings out the best and leads to fulfillment and enrichment for all the people involved.
INDEPENDENT
NO
DISTRACTIONS
Our core belief is that our clients' investments deserve our full and undivided attention and hence we have never offered any other product or service.
NO BROKER OR BANK AFFILIATION
We choose to be independent because we want to pick the best investments for our clients and not be constrained to "sell" financial products.
NO CONFLICT OF INTEREST
Our compensation is completely tied to your portfolio. So our fidelity is also entirely committed to you and your investments.
INNOVATIVE
DYNAMIC ASSET ALLOCATION
We work to find the best investing opportunities for our clients that match their current needs. We invest in areas which we believe offer the highest risk-adjusted returns.
TACTICAL SECTOR ROTATION
Changing times have made the traditional buy and hold approach outdated. Exploiting trade-able opportunities consistently is essential for maximizing returns.
PRUDENT
RISK-MANAGEMENT
Risk-management is a core element to our strategies. Closely monitoring and rebalancing portfolios is critical to not only enhance returns, but also management risk.
PERFORMANCE
EMPHASIZE
LONG-TERM
We invest for the long-term because we strongly believe in realizing the full potential of an investment idea. This allows us to trade volatility and manage a position's risk.
MULTI-ASSET
INVESTING STRATEGIES
Our ability to understand and analyze multiple asset classes is key to enable OppoQuest to significantly enhance returns while increasing diversification and reducing risk.
KEEP COSTS
LOW
An integral element of value-addition, we obsessively monitor and control costs at every step of the investing process to eliminate unnecessary expenses.