Quest Investment Firm manages portfolios with a commitment to due diligence and risk controls. The firm creates a collaborative investment strategy where our mission is single-minded: we are focused on providing objective, customized advice. We specialize in providing independent assessments and exclusive investment recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.
Our firm is dedicated to providing exceptional investment management services by customizing financial advice, highly personalized investment strategies, and disciplined management to capture opportunity while minimizing risk. Our company is based on offering objective perspective, personalized planning, and sophisticated investment management to individual investors and families as well as pension plans and foundations.
As we continue to grow and look to the future, Quest Investment Firm is committed to remaining a trusted and unbiased resource for our clients. The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with advisors who offer unbiased guidance to help them face today’s financial planning challenges. These factors mean that providing Americans with independent investment advice has never been more important than it is today.
Sam Dhillon is the founder and Chief Executive Officer of Quest Investment Firm. Sam Dhillon’s passion for smart financial planning, unyielding commitment to delivering excellent service at minimal cost to his clients, and love of entrepreneurship began when he was a little boy watching his Dad start his now successful business firms in Sacramento, CA. Sam brings solid values, fresh perspective, and a strong desire to serve people to his position as Chief Executive Officer of Quest Investment Firm. Sam owns all responsibility for every aspect of the organization and works directly with clients as a Registered Investment Advisor. He believes that high quality investment and financial management can help you reach your most important personal, family and business goals, while achieving peace of mind.
In Quest Investment Firm, Sam founded a company for which he can be proud to work, and where his efforts can be focused on serving the best interest of each client. Financial planning and advising was the perfect fit for Sam giving him the opportunity to use his financial knowledge and analytical skills to serve clients. When he isn’t working hard for Quest Investment Firm, Sam enjoys a variety of activities including playing basketball, hiking, and windsurfing.
Our Approach – Partners in Success
At Quest Investment Firm, we see ourselves as a partner in our client’s financial lives. Our management services are aimed at serving our client’s best interests. Every client has unique needs and we offer a personalized and engaging approach to learning about your needs and building a plan to help you meet them.
We take time to educate our clients about investing and financial planning so that they understand the decisions they’re making. Our firm provides straightforward investment advice without confusing charts or technical jargon. We work tirelessly to create winning strategies for our clients.
We invest in what makes a difference for clients, not just what attracts them. By knowing what to expect, we hope you’ll find it easier to stick to your plan in times of high emotion and uncertainty in the markets.