GrowthQuest Portfolios
For the most part, each client's portfolio will be managed in a manner similar to our principal shareholders' own assets (model portfolio). Our model portfolio has had a mix of North American equities, fixed income, and cash. The asset mix may vary from time to time based upon GrowthQuest's view of investment returns available and risks in each asset class.
For larger portfolios, Growthquest can adjust to suit a client's particular financial circumstances and requirements. The investment philosophy remains the same, but the mix of the asset classes and the weighting of the various securities can be somewhat varied to accommodate the client.
All cash and securities under management remain in the client's own name and ultimate control. GrowthQuest does not require or request a power of attorney with respect to any client account. Clients' securities remain, either in a segregated account with the clients' present custodian or in an account established with a legal custodian appointed on behalf of the client by GrowthQuest. GrowthQuest requires only the discretionary authority necessary to manage the account and the right to have the client's custodian pay to it a previously agreed upon management fee, GrowthQuest assumes no other access to or control over any client account.
GrowthQuest Clients
We are looking for patient individuals with long term goals and institutional investors who understand and appreciate our contrarian approach to value investing. We like to meet face to face with all new clients to ensure that they know and understand our investment philosophy and principles. We want our clients to feel comfortable and confident that their investment with GrowthQuest suits their financial objectives and personal dispositions.