our clients

YieldQuest works exclusively with independent registered investment advisors and small to mid-size institutions, with assets under management ranging from about $25 Million to $1.5 Billion. Many of our client partners have been nationally recognized by various publications as being in the top echelons of the advisory profession. Many are active and well-known members of organizations such as NAPFA and FPA. As you explore our services, we would be happy to refer you to some of our clients in your area.

In addition, we seek to partner with only a small fraction of the overall advisory and institutional marketplace. By limiting our client base to a very small number of advisors and institutions with whom we can build close relationships, we believe it better positions us to continue delivering the high level of service and expertise our client partners have come to expect. We have no desire to become a sprawling organization. With a select client base as outlined above, we believe YieldQuest and our client partners can grow together – with everyone achieving their respective goals. We refer to this “high touch”, exclusive access business model as YieldQuest Select®.

What type of advisory firm or institution works best with YieldQuest? Our client base spans the country, and is made up of a diverse group of unique firms and individuals, all with specific talents and target markets. However, despite the diversity of our clientele, we have found that our very best clients all share similar traits. Therefore, just as you and your firm may go through a series of meetings and discussions with a prospective client to determine if there is a “fit”, we too employ a “dual due-diligence” approach with prospective YieldQuest Select® firms. To read more about YieldQuest Select®, and the types of firms we are looking to partner with, please go to the YieldQuest Select® section of this site.