BUSINESS WIRE--YieldQuest, a fixed-income and equity portfolio management boutique catering to small and mid-sized institutions and financial advisors, celebrates its 10-year anniversary this month.
Founded by chief investment officer, Jay K. Chitnis, CFA, in 1998, YieldQuest has grown into a holistic, fixed-income and equity portfolio management organization which includes 30 associates, a mutual fund family, a registered investment advisor and more than two billion dollars in assets either overseen or managed directly.
“Throughout our ten year history, it is apparent that YieldQuest is becoming more instrumental as a holistic advisor, both from the portfolio management and strategic, tactical business perspectives,” says Chitnis. “In fact, one of our primary goals looking out over the next decade is to continue refining our services and skills and to find new and creative ways to bring truly tangible value to our clients, beyond the obvious primary goal of good investment performance.”
YieldQuest offers a variety of additional services to its registered investment advisor (RIA) and institutional client base including monthly conference calls, an exclusive Web portal and timely email updates.
“We are very thankful for the trust our clients and friends have placed in us over the last decade,” says Chitnis. “It is because of their support that our firm has been able to grow and flourish into who we are today. We look forward to some very special accomplishments in the next ten years!”