What's New: Summer 2019
Summer is the time when the days get longer, the temperature starts to climb, and the smell of barbecues fill the evening air. It also marks the mid point of the year where we take the time to reflect on what we have accomplished since the beginning of the year. At Simon Quick Advisors, we work hard to provide our clients with peace of mind so they can focus on what matters to them, which may include time at the shore with family and friends this time of year. As always, we would like to thank all of our clients, team members, and friends of the firm who have positively impacted Simon Quick so far this year. Continue reading to learn about our newest initiatives, offices, and blog posts!
Simon Quick Opens Doors In Rocky Mountain Region
We are pleased to announce that Brannon Fisher has joined Simon Quick Advisors as Director and Client Advisor. Brannon will lead the firm's expansion into the Rocky Mountain region by establishing a Denver based office. In this role, he will advise high net worth individuals, families, and institutions on financial planning and investments by working closely with our New Jersey-based Client Advisory teams. We are thrilled to offer a local presence to our clients in the greater Denver area!
"Joining Simon Quick and establishing the firm’s Rocky Mountain presence has been one of the most exciting things I’ve done in my career. When I came to know the firm, I was impressed with the vision: to create true alignment with clients. It’s an approach that is rarely executed successfully in the wealth management industry, and I am honored to make it available to clients in Denver and its surrounding communities."
We are delighted to welcome Brannon to the team and are confident that he will be an asset to both our company and our clients. Please feel free to contact Brannon if there is anyone in the area you know that would like to learn more about our firm.
Best Places to Work
Simon Quick is proud to be named in the NJBiz Best Places to Work in NJ and Investment News Best Places to Work For Investment Advisors awards. These programs recognize employers who dedicate themselves to the cultural, professional, and personal well-being of their team members. This achievement is a huge milestone for our firm and it would not have been possible without the amazing work of our collaborative, passionate, and hardworking team of individuals.
#1 for Financial Advisors (50+ employee category) by Investment News
#4 for Financial Advisors overall by Investment News
#2 for all medium-sized NJ businesses by NJBiz
Additionally, Simon Quick is thrilled to be named to Financial Advisor's Annual RIA Ranking for the sixth year in a row! As a fee only firm, we are very proud of this accomplishment and are excited to be ranked #106 in the 2019 publication.
Please See Important Disclosures Regarding Media Moments
Team Update: New Faces Around the Firm
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Shehtaj Bhura
Brannon Fisher
Vannesa Martinez
John NicholsEmployee Spotlight
At the start of this year our Employee Experience Committee introduced the Employee Spotlight Program, which features our employees each month for their outstanding commitment to supporting the firm and the local community. Since it's inception we have highlighted the fantastic achievements of team members who have gone above and beyond. They were nominated by their peers using an anonymous submission software. Congrats everyone!
READ OUR MONTHLY EMPLOYEE SPOTLIGHT
Top Blog Posts This Year
When we launched our redesigned website in 2018, we set a focus on educating our visitors with timely articles regarding financial planning, market updates, and team updates. The introduction of our blog allows us to have one central location to upload all of these educational pieces and allow users to sort by topics most relevant to them. Below are our top 3 most visited blog posts since the start of 2019:
1. What's New at Simon Quick? Winter 2019
2. Making Good Become Great: Investing in Opportunity Zones
5. The Easy Way To Get Started On Your Estate Plan
Spring Client Appreciation Event
Thank you to everyone who attended the Simon Quick Advisors Spring Celebration at the WeWork Bryant Park Ballroom! We kicked off the evening with an investment panel discussion lead by Simon Quick CIO, Christopher Moore, and featured panelists from Bramshill Investments, Golub Capital, and Lyrical Asset Management.
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Simon Quick Women's Network
The Simon Quick Women's Network aims to engage, educate, and empower the women we serve by harnessing a series of newsletters and events held throughout the year. Last month the network hosted a cocktail reception at 230 Fifth Rooftop Bar in New York City where they enjoyed appetizers, drinks, and took in the great view of the Empire State Building! Thank you to Fidelity for co-sponsoring the event and we hope to see everyone at future events!
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SEE WHY THE WOMEN'S NETWORK MAY BE RIGHT FOR YOU
Simon Quick Announces 2019 Golf Outing Beneficiary
The Simon Quick Advisors Annual Charitable Golf Outing brings together our business associates, partners, investment managers, clients and friends for a fun day on the course to benefit a very deserving cause. We are proud to announce that Raphael's Life House of Covenant House will be this years' Annual Charitable Golf Outing beneficiary. The Covenant House is a non-profit organization that provides comprehensive residential care and related services for at risk youth who have suffered from abuse, neglect, abandonment, homelessness, and human trafficking across the state of New Jersey.
If you are a business partner please feel free to email events@simonquickadvisors.com for information on reserving a foursome.
LEARN MORE ABOUT COVENANT HOUSE
DISCLAIMER
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 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.