Cka1 Investments LLC

Quest Investment Management, located in Lake Oswego, OR, is dedicated to providing investment management services primarily for clients in the United States. The firm emphasizes core values of consistency, integrity, and excellence in its approach to investment strategies and client service. Founded with a commitment to delivering general information on its products and services, Quest Investment Management does not offer personalized investment advice or engage in transactions without appropriate registration. The company focuses on maintaining transparency and professionalism in all its operations. Generated from the website

Pine Haven Investment is a fee-based investment counsel firm located in Fairhaven, Massachusetts, offering counsel, planning, and investment management services to a select group of clients. They prioritize sustainable, responsible, and impact investing, helping clients align their investment portfolios with their values and financial goals through individualized socially responsible portfolios that consider environmental, social, and governance factors. As a fiduciary, Pine Haven is committed to the highest ethical standards and operates as an independent Registered Investment Advisor, charging a fee based on the percentage of assets managed. With a focus on long-term investment success and financial security, they provide steadfast guidance for progressive asset management, empowering clients to take charge of their financial lives and achieve their desired lifestyle.Generated from the website

Often, when we meet with a prospective client for the first time, there’s 2 questions we’re most commonly asked: The first question is: What makes Steinberg Investment Group a good choice from other wealth management firms, and the second question is typically: Who is Steinberg Investment Group best suited for. What’s an ideal client look like for us? Regarding what makes us a good choice, it really comes down to our people, our practice, and our process. Our people, have all the credentials you would expect, a real passion for what we do, and an incredible sense of purpose.