Busy Life, Busy Schedule? We’ve Got your Financial Back
Decisions about your money should bring happiness, not stress. As a high net worth individual, you simply don't have the time to manage and administer a sophisticated investment portfolio.
With a demanding job, busy family, and the desire to have a social life, you should have a financial advisor that makes your life easier, not harder. Unfortunately, many financial advisors are spread thin, leaving little time to give you personal attention. With Simon Quick, you can have the personalized attention and expertise you deserve, so your financial journey is smooth, clear, and intentional.
Your Secret Financial Weapon
A Dedicated Team
Imagine having a team of financial professionals at your disposal to propose ideas and implement them. At Simon Quick our Client Advisors rarely serve more than 50 clients at a time, in comparison, advisors at big banks and brokerage houses often maintain hundreds of client relationships.
We feel it’s important to keep our advisor-to-client ratio low, so our advisors have time to give you the individualized attention you deserve. Furthermore, each of our advisors are supported by an Analyst and a Client Service Associate. This team structure ensures that there are multiple professionals with knowledge of your accounts and readily available to you.
Sophisticated Investments
As a sophisticated investor you know it’s important to have access to the most innovative investment opportunities out there. But, with a multitude of investment opportunities across equity, fixed income, private equity, and venture capital (to name a few), how do you know which investments are right for you? The reality is, if you aren’t spending the time researching every opportunity in depth, you need professional advice.
To provide our clients with a sophisticated menu of investments, Simon Quick employs a team of professionals dedicated to identifying and delivering compelling investment opportunities to you. In fact, we developed our own investment research software called SIMON QUICK CORE™ that allows us to easily evaluate existing and potential investment opportunities against their competitors in minutes. All investments must be unanimously approved by our Investment Committee before our advisors can recommend them for client portfolios.
Comprehensive Financial Planning
Your investment portfolio is just one piece of your total financial picture. If you don’t have proper planning in place, you could fail to live up to your full potential. Your Simon Quick Advisor will walk you through our comprehensive financial planning process to ensure we address all areas of your financial life including:
Our commitment extends beyond the initial creation of your financial plan. Throughout your relationship with us, your Advisor will propose planning opportunities and modify your plan in response to your changing life circumstances.
Our Pricing
Simon Quick specializes in serving high net worth individuals and requires a $2MM minimum investment for new clients.
Our fee structure is tiered, with an advisory fee starting at 1% on assets under management. As your assets grow, our fee schedule adjusts accordingly, providing reduced rates at certain breakpoints.
We designed our fee schedule to be in alignment with you as we build your wealth together.
Transition Seamlessly to a New Advisor - Without the Stress
Your onboarding team will streamline the transition process by digitizing it and guiding you through each step.
1. Talk to a professional
Our first call will be dedicated to finding out if we are a good fit. Tell us about your situation, needs, and goals.
2. Meet your advisor
We’ll match you with an advisor who fits your needs and will begin to devise your plan.
3. Put your plan into action
Your new Advisory team will get to work establishing accounts and implementing your plan.
Call us at (973) 525 1000 | Email us at info@simonquickadvisors.com
or Schedule a 30-minute meeting to find out if Simon Quick is right for you.
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