Cases / Investment funds & advisory
Stephen C. Peters
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- VisionQuest Wealth Management LLC, VisionQuest Capital LLC, VQ Wealth LLC
- Industry
- Promissory notes issued by VisionQuest Capital
- How investors were recruited
- Sold directly to clients of his investment adviser firm, mainly retirees
- Pitch & red flags
- Notes described as "guaranteed" with "little or no risk of loss"; proceeds to be invested in "revenue-producing businesses"
Pitch phrases from this case
Source
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