FundQuest Inc.

Private Company, Headquarters Location
1 Winthrop Square, 5th Fl., Boston, MA 02110-1209, United States
(617)526-7300, (617)526-7377 fax, http://www.fundquest.com

Primary SIC: Investment Advice, Primary NAICS: Portfolio Management
Description: Finance: Financial advisory firm offering money management services as well as asset allocation and retirement analysis.

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FundQuest Inc., News and Information

FundQuest adds Fidelity VA to platform; Available to fee-based advisers via an SMA provider for the first time.(News)
Investment News; 12/7/2009; 599 words; ...Byline: Jessica Toonkel Marquez FundQuest has added Fidelity Investments...managed-account provider. FundQuest has two other annuity offerings...president of national accounts at FundQuest. The 0.35% management fee...Copyright 2009 Crain Communications Inc. All Rights Reserved.

Retirement-Product Moves Accompany Reform Drive.(Wealth Management)(Tim Clift from FundQuest Inc.)(Robert L. Reynolds from Putnam Investments Inc.)(Aimee DeCamillo from FundQuest Inc.)
American Banker; 11/13/2009; 2080 words; ...require new laws. SunTrust Banks Inc. announced Thursday it has added...the chief investment officer of FundQuest Inc., a Boston unit of BNP Paribas...them as part of a retirement plan. FundQuest plans to roll out a low-cost...

Unified Accounts Offer a Trading Option.(Wealth Management)(Bank of Montreal)(Placemark Investments Inc.)
American Banker; 11/10/2009; 1188 words; ...partnership with Placemark Investments Inc., a Boston unified managed account provider...Clift, the chief investment officer at FundQuest, a Boston unit of BNP Paribas SA that...asset growth in unified managed accounts FundQuest offers but some assets would come from...

American Reliance Group Selects FundQuest for Technology, Back-Office, and Investment Research Support.
Investment Weekly News; 8/29/2009; 1013 words; American Reliance Group, Inc., (ARG), a financial advisory...Washington, has selected FundQuest to help them accelerate growth...investment research services. FundQuest, a leader in outsourced managed...of products and we selected FundQuest because of their open architecture...

122 Advisory Firms Offer FundQuest's Unified Account for Single-Account Coordination of Mutual Funds, Separate Accounts, and ETFs.(Company overview)
Business Wire; 8/19/2009; 878 words; ...access to FundQuest's UMA. FundQuest is a leading provider of open...the clients who have adopted FundQuest's UMA during the last twelve...MML Investors Services, Inc. in Springfield, MA, Lincoln...According to Tim Clift, FundQuest's CIO, "FundQuest's UMA...

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