Pearl Quest, LLC. Investment Consulting & Education services

Investment professionals furthering their (CAIA) credentials and those individuals seeking to stay abreast of technology impacts on our economy, like distributed ledgers and big data structuring and analytics, will find interesting resources here. 

Our Services

For Investment firms


FOR progressive thinkers

Our services grew out of teaching and research in finance at the Ph.D. level. Spreading financial literacy is a noble goal, and education is at the heart of everything we do. We have both the subject matter and technical expertise to help you reach and inform your audience.

For Non-Profits

Stay competitive as the landscape of investment products continues to evolve. Our replication and tracking software solutions can help you lower fees and risk, while increasing returns and maintaining the same objectives, characteristics and goals of your client portfolios.