Douglas Goebel
President @Quest Investment Management, Llc
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WORK HISTORY
President @Quest Investment Management, Llc
Portland, OR, US
As President of Quest Investment Management, I lead a team dedicated to delivering disciplined investment strategies and exceptional client service. Our firm manages diversified portfolios across equity, fixed income, and real estate assets, serving institutional clients—including pension plans, foundations, endowments, and health & welfare funds—as well as select individuals and families.I provide leadership across the firm’s investment and operational functions, participating on investment committees, developing firm-wide investment policy, and overseeing asset allocation and risk management strategies. My experience in portfolio construction and capital market analysis guides our approach to meeting client objectives with consistency, transparency, and long-term focus.Alongside these institutional responsibilities, I work directly with individuals and families to help them define and achieve their financial goals through personalized planning and investment strategies. This includes assessing financial positions, clarifying goals, developing actionable plans, and guiding implementation and review. I find great fulfillment in walking alongside clients—helping them make informed decisions and take meaningful steps toward financial security and peace of mind.Whether advising an institutional board or a family planning for retirement, I bring the same philosophy: disciplined investment management, thoughtful analysis, and a commitment to understanding the people and objectives behind every portfolio. My mission is to help clients—large and small—build financial strength, clarity, and confidence for the future.
EDUCATION
Wheaton College
BA, Business/Economics
Butler University
CFP® Test Prep Certificate, Financial Planning and Services
SKILLS
ABOUT DOUGLAS GOEBEL
I’m dedicated to guiding institutions, families, and individuals toward clarity, confidence, and purpose in their financial lives through thoughtful investment and planning strategies.I am the President of Quest Investment Management, a firm offering diversified strategies and products across equity, fixed income, and real estate assets. I hold the Chartered Financial Analyst designation, which reflects my dedication to the highest standards of ethics and professionalism in the investment field. With over 30 years of experience in the investment management industry—and nearly all of that time at Quest—I have had the privilege of helping shape our firm’s strategic direction, investment philosophy, and client service approach.In my role as President, I participate in multiple investment committees and oversee key aspects of firm operations, culture, and growth. My background spans portfolio management, asset allocation, and risk oversight, giving me a comprehensive understanding of how disciplined investment decisions can help clients achieve long-term success. I believe deeply in maintaining a culture of integrity, transparency, and collaboration—both within our team and in our client relationships.Alongside these leadership responsibilities, I’ve increasingly dedicated my time to working directly with individuals and families in a more holistic advisory capacity. This includes helping clients assess their current financial position, articulate their goals and priorities, and develop actionable strategies that align with their values and life objectives. I view financial planning as a partnership—an ongoing process of understanding, guiding, and adjusting as life changes.What I enjoy most is the opportunity to come alongside clients on their financial journey. I find tremendous fulfillment in helping families gain clarity and confidence about their future, whether that means preparing for retirement, funding education, managing investments, or building a legacy for the next generation. Seeing clients take meaningful steps toward their goals—and knowing I’ve played a role in helping them get there—is both energizing and humbling.My approach combines analytical rigor with personal connection. I believe sound financial decisions are built on both technical insight and genuine understanding. My mission is to deliver thoughtful, ethical, and effective financial guidance while fostering lasting relationships grounded in trust and shared purpose.
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