Our team of experts use technology to bring you a better way to invest.
Investing done right
All Questwealth Portfolios™ are designed by portfolio managers to help your investments grow.
And you’ll have the support of 100+ agents ready to help you every step of the way.
Actively managed portfolios
Your portfolio is actively managed by experts who watch the market and adjust your portfolio when needed. Using research, the portfolio managers aim to limit losses and are always looking for opportunities to improve your returns.
How Questwealth Portfolios work for you
Your portfolio's asset mix is constantly monitored and adjusted when market conditions change.
Portfolio managers use a technique called tax-loss harvesting1 to lower capital gains tax in cash accounts.
Every single one of our standard portfolios have over 5 years of historical performance.
Dividends you receive are automatically reinvested so your money never stops working.
Investing made easy
See how easy it is to get to your goals with Questwealth Portfolios
Easy to get started
Answer a few questions about your investment goals and you’ll be matched with a portfolio designed to get you there. After that, you can quickly deposit money into your account to start investing.
Easy to manage
Once your portfolio is invested, you can sit back and watch it grow. If you need to change it because you’ve had a second child, or you want to see the world, you can switch your portfolio as needed to suit your life’s circumstances and tolerance for risk.
Easy to review
Check your balances online with 24/7 access to your investments. You’ll also receive a easy-to-understand monthly statement and a quarterly market commentary so you always know exactly what’s happening with your money.
Get answers to our frequently asked questions
Can I talk to a real person about Questwealth Portfolios?
Absolutely. We are just one call away. For account related questions, call 1.888.783.7866.
How do I get a portfolio?
When opening your account, we'll ask you a few questions about yourself. Based on your answers, we'll recommend the portfolio that's right for you.
How much does Questwealth Portfolios cost?
Our management fees start from 0.25%, and lower to 0.20% depending on your account size. For more information, take a look at our pricing page.