Quish

Quish & Co, LLC, operating as QUISH, was established in January 2008 and specializes in providing personalized financial planning and investment management services to complex multi-generational families, trusts, and estates. The firm is fee-only, charging clients based on assets under management and does not accept commissions for financial product sales. Quish manages approximately $113.4 million in assets on a discretionary basis. The firm offers tailored relationships, with annual investment policy statements reflecting client goals and objectives. Advisory Service Agreements typically have an annual fee of 1.5%, subject to negotiation based on financial planning needs. Quish invests in traditional and alternative assets, including hedge funds and private equity. The firm's investment strategy is based on client objectives and may involve long-term purchases, short sales, and other strategies. Quish does not charge performance-based fees and does not engage in side-by-side management. The firm primarily serves complex multi-generational families and trusts, with affiliated accounts generally requiring a minimum of $10 million. Quish employs various methods of analysis, including research materials, corporate inspections, and third-party due diligence. Clients are provided with regular reports and have the option for discretionary trading authority. Quish has a Business Continuity Plan and an Information Security Program in place to safeguard client information. Mariah Quish, the principal advisor, holds a Certified Financial Planner (CFP®) certification and has extensive experience in finance and international projects.