Investing

The Investing section of our site outlines our investment philosophies, our approach to portfolio management, and how our clients may utilize our services on our three main investment platforms.

Our Philosophy

We believe that financial markets, at times, may have pockets of inefficiency that can be exploited through assiduous research. This is the cornerstone of our investment philosophy.

Our Approach

We utilize our various strategies in implementing fixed-income and equity portfolios that seek to outperform benchmarks on a risk adjusted basis, over an intermediate term time horizon. To learn more about our general approach to portfolio management, please visit this section.

Broker/Dealer Services

YieldQuest Securities, LLC specializes in fixed-income portfolio management and trading. This section details how advisors and institutions may utilize our services through “trading away”, or delivery-vs-payment (DVP) trading.

Asset Management

YieldQuest Advisors, LLC offers fixed-income and equity discretionary separate account management services.

Mutual Funds

We have six mutual fund offerings available in the marketplace, to pre-approved advisory firms and institutions. Visit this section to learn about these fund offerings.

Special Needs

If you have clients that have special portfolio needs requiring unique portfolio construction, such as SRI or unusually high income requirements, we may be able to help.