At Simon Quick Advisors, growth has always been guided by a simple principle: serving clients with excellence today while building a stronger foundation for tomorrow. To continue delivering on that promise, the firm created the role of Corporate Development Officer, a strategic position designed to accelerate growth through acquisitions and advisor recruitment.
This move comes at a pivotal moment in the wealth management landscape’s evolution. There is a unique opportunity stemming from the ongoing consolidation in the industry, with independent Registered Investment Advisors (RIAs) gaining traction as true fiduciaries. Many advisors have grown dissatisfied with large banks and institutions that carry significant conflicts of interest, leading them to consider exploring other routes. Additionally, many clients are leaving large institutional banks in search of autonomous firms that truly put their needs first.
For me personally, stepping into this role is both a professional and personal opportunity. Simon Quick’s adaptability and support for my personal passions led to the creation of a position that aligns with both my strengths and enthusiasm for business development. Drawing on my knowledge as former COO, and excitement for driving meaningful growth, I’m well positioned to build relationships and shape the future of Simon Quick.
Strategic Acquisitions: Growth with Purpose at Simon Quick Advisors
Acquisitions are never just transactions, they are partnerships built on trust, shared values, and a commitment to clients. Unlike many firms our size, Simon Quick has the financial strength and independence to acquire other firms without relying on outside private equity capital. This ability to “write the check” is significant: it demonstrates conviction, long-term stability, and an unwavering focus on culture rather than short-term gains.
But acquisitions are about more than financial capacity. For Simon Quick, the true measure of success lies in alignment with our duty-bound standards, our team-oriented culture, and our client-first philosophy. When evaluating potential partners, we look for firms who share a collaborative mindset, value transparency, and put their clients’ interests above all else This deliberate approach means that Simon Quick is highly selective.
Transitions are never easy. Change brings challenges for both clients and teams, but honesty, clear communication, and a focus on long-term benefits are essential. Successful combinations with William E. Simon and Sons, Red Hook Management, and most recently Proquility Private Wealth Partners are proof of this philosophy in action. In addition to welcoming new clients, we integrated talented professionals whose background and experience have strengthened our depth of service. For clients, the benefits are twofold: access to a broader team with deep knowledge, while continuing to enjoy the personalized service of a boutique firm. For our team, acquisitions create opportunities for professional growth, collaboration, and the ability to learn from new colleagues. This makes our firm stronger, more resilient, and better equipped to serve families for generations to come.
Advisor Recruiting: Building a Culture of Excellence
For many advisors, the decision to join a new firm comes down to one thing: culture. Advisors who join Simon Quick find a cooperative environment, high-quality resources, and a support structure designed to elevate both their practice and their clients’ journey. Unlike many firms that focus narrowly on investments, Simon Quick takes a holistic approach to complex financial lives. Our advisors have access to specialization across estate and tax planning, family office services, next-generation education and more. This breadth of resources allows them to deliver comprehensive solutions to clients, without sacrificing the personalized attention that defines our bespoke model.
At Simon Quick, our privately owned structure ensures that advisors can grow their careers in an environment that prioritizes long-term connections, duty of care and loyalty, and uncompromising quality of advice. For advisors who value culture, teamwork, and client-first principles, Simon Quick is more than a firm, it is a destination.
What Makes Simon Quick Unique
Unlike competitors backed by private equity, our autonomy ensures that growth is never driven by outside investors seeking returns. As an employee-owned firm, every decision is made with a singular focus: enhancing the client’s experience and equipping advisors with the tools they need to succeed. This self-governance is a competitive advantage. While private equity can accelerate growth, it often comes at the expense of clients through additional revenue demands or diluted service quality.
What makes Simon Quick different is not just its growth strategy, but its foundation: a specialized approach that blends with numerous services, including comprehensive financial planning, personalized investment advisory, estate and tax planning, philanthropic guidance, risk and liability management, and fully customized family office support. This combination creates a truly differentiated offering in a crowded industry, and it is exactly what makes the firm such an attractive destination for both clients and advisors.
Looking Ahead: A Legacy of self-determination and Client-First Growth
At Simon Quick Advisors, growth is not simply about scale, it is about raising the bar for our clients and ensuring the firm’s values endure for generations. We share a deep responsibility to perpetuate the business in a way that honors its self-directed roots. That means continually challenging ourselves, investing in new ideas, and always asking: how can we make the relationship with clients even better? As we look ahead, our evolution will focus on three key areas. First, we will continue refining the family office model, an area where large institutions often struggle to deliver the personalization and sophistication clients deserve. Second, we see technology, particularly AI, as a tool to enhance efficiency, streamline workflows, and give advisors more time to focus on what matters most: client alliances. Lastly, we are committed to expanding access to more niche strategies such as alternative investments, behavioral-based planning, and business advisory services.
The ultimate objective of our growth strategy is clear: to remain privately owned and client centered. We are determined to exhaust every avenue of independent growth first. Our founding principles of unbiased advice, trusted stewardship, and an unwavering commitment to clients are non-negotiable. At the highest level, our vision is to build a firm that lasts. We want Simon Quick to live beyond any one generation, serving as a trusted partner for families, business owners, and future leaders for decades to come.
If you’re an advisor or firm interested in exploring partnership opportunities with Simon Quick Advisors, I’d welcome the chance to connect—please reach out to me directly at [email protected].
Disclaimer
This information is for general and educational purposes only. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Simon Quick Advisors & Co., LLC (“Simon Quick”) nor should this be construed as an offer to sell or the solicitation of an offer to purchase an interest in a security or separate accounts of any type. Asset Allocation and diversifying asset classes may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Investing in Liquid and Illiquid Alternative Investments may not be suitable for all investors and involves a high degree of risk. Many Alternative Investments are highly illiquid, meaning that you may not be able to sell your investment when you wish. Risk of Alternative Investments can vary based on the underlying strategies used.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Simon Quick), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Simon Quick is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Simon Quick client, please remember to contact Simon Quick, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.
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Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices or benchmark index, as comparative indices or benchmark index may be more or less volatile than your account holdings. You cannot invest directly in an index.
Indices included in this report are for purposes of comparing your returns to the returns on a broad-based index of securities most comparable to the types of securities held in your account(s). Although your account(s) invest in securities that are generally similar in type to the related indices, the particular issuers, industry segments, geographic regions, and weighting of investments in your account do not necessarily track the index. The indices assume reinvestment of dividends and do not reflect deduction of any fees or expenses.
Please note: Indices are frequently updated and the returns on any given day may differ from those presented in this document. Index data and other information contained herein is supplied from various sources and is believed to be accurate but Simon Quick has not independently verified the accuracy of this information
