facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck
%POST_TITLE% Thumbnail

What We Do and How We Can Help

By Leslie C. Quick III

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.

At Simon Quick Advisors, we want to make it easy for you to get to know us and understand how we can help you and your family. We are an independent wealth management and investment consulting firm based in New Jersey, with offices in New York City, Los Angeles, Chattanooga, and Denver. Originally two separate firms, we combined our teams to provide wealth management, investment consulting, and family office services to individuals, families, endowments, and foundations. By combining our firms, we increased the strength of our team across investment research, client advisory, operations, accounting, tax, and administration.

Who We Are

Our firm was founded on the belief that there was a need for a very different kind of wealth management solution. I was frustrated by the inability to find a firm that understood my individual needs and preferences while having an adequate combination of investment expertise, innovation, ethics, and integrity.

This led us to outline a philosophy and approach for a process-driven wealth management and investment consulting firm built on the approaches used successfully in our past endeavors. Soon after, our firm was born as a multi-family investment office that would not only meet our families’ needs, but also bring fiduciary management to other wealthy families, foundations, and endowments.

Who We Serve

We serve a diverse range of clients, including individuals and families, family offices, and endowments and foundations. Each of our clients is unique, and that is what makes them special. They come from various industries and backgrounds, but they have all found success in their careers. Having worked hard to build their wealth, they seek a team of professionals who can help them manage, build, and protect it for the long-term.

What We Offer

At Simon Quick Advisors, we offer holistic wealth management and investment consulting services. As an independent wealth management team, we aim to help individuals and families pursue financial peace of mind by defining the intent they have for their wealth, their risk tolerance, organizing their financial lives and managing a portfolio of investments designed to meet their goals.

We also offer solutions to single family offices, providing services that include initial and ongoing manager selection and due diligence, account aggregation, consolidated performance reporting, tax preparation, estate planning, charitable planning, risk management, bill pay and lifestyle management.

For endowments and foundations, we offer services that range from specific consulting assignments to a full-service investment office. We guide our clients on investment policy, governance, best practices and the fiduciary roles and responsibilities of the trustees. We also provide our assistance in defining and building Investment Policy Statements, as well as a comprehensive audit package to assist the office of finance through the audit process.

How We Work

As an independent firm, we are not compensated by third parties for the recommendations we make. Every person’s financial situations and goals are unique, and therefore they deserve a personalized approach to planning and investing. Through our customized approach, we listen, evaluate, and create individualized solutions for our clients with objectivity and high ethical standards.

Our personalized process has led to us build long-lasting relationships with so many clients. We’re proud to serve as a go-to resource and support system when someone has a question or faces a tough decision.

Why Choose Us?

Pursuing your financial goals can be difficult, but you don’t have to make the hard choices alone. With a supportive team of professionals, we can offer you a broad range of services that help us develop a strategy customized to your individual needs and financial goals.

If you have questions about your financial needs and goals, we’d be happy to meet with you and conduct a complimentary consultation. To discover your financial opportunities, call us at 973-525-1000 or email Info@simonquickadvisors.com.

Disclaimer

Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; New York, New York; Chattanooga, Tennessee; Denver, CO; and Los Angeles, California. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.

Disclaimer