We’re Not Just Financial Advisors — We’re Investors, Too.
And we’re interested in the same things you are: strong returns, stability, and peace of mind.
At Simon Quick Advisors, our people invest in the same investment opportunities as you do. When it comes to portfolio management, we’re happy to put our money where our mouth is, because we’re confident in our investment philosophy, rigorous internal research, and client-centric process.
Our Philosophy and Approach to Investment Portfolio Management
Our goal is to deliver strong, consistent returns across various market cycles, with a focus on your long-term objectives. And our approach begins with your Investment Policy Statement (IPS).
Investment Policy Statement
Through engaging conversations and meticulous analysis, we’ll design a tailored IPS that serves as your personalized investment blueprint. This document aligns your portfolio with your financial goals and reflects a deep understanding of your:
Asset Allocation
We start with your IPS, which serves as the framework for your portfolio.
With your IPS as our guide, we establish guardrails and target allocations across equities, fixed income, alternative investment strategies, and cash.
Within each major asset class, we refine your portfolio further by selecting sub-asset classes to enhance diversification. Every decision is based upon your investment objectives and risk tolerance.
We thoroughly vet prospective investment opportunities through a rigorous due diligence process, drawing on decades of experience as Chairs of Investment Committees for Endowments and Foundations.
Investment Selection
Every investment must meet our exacting standards to earn a place in your portfolio. With our team of in-house specialists, we use a multi-phased approach to identify new investment opportunities and evaluate them against our previously approved investments.
Beginning with an overview of the investment universe, our firm assesses the strategies available to our investors. Based on several criteria, 400 to 500 investments are typically identified annually to move through our due diligence process. By the end, our investment committee approves approximately 8 to 10 investments to help clients achieve their short- and long-term investment objectives.
Qualitative Due Diligence
Investment Decisions Are One Piece of the Wealth Management Puzzle
Your financial life is multifaceted. Explore how we integrate investment management within a full spectrum of wealth management services.
Beyond Wealth
Built on Trust
Our clients’ experiences are the best reflection of our commitment to their financial well-being. Watch as they share their stories of strategic guidance, long-term success, and the trust that makes it all possible.
Testimonials featured in this video are provided by current clients of Simon Quick Advisors. All video testimonials are solicited. Simon Quick Advisors conducts an annual client survey to gain valuable feedback from all clients. Clients featured in testimonials were selected based on their indication of a positive experience with Simon Quick either through this survey or other interactions. No compensation was provided for these testimonials, and no material conflicts of interest are present as a result. It is important to note that these testimonials do not guarantee any specific level of success or experience, nor do they guarantee that all clients will have the same experience with Simon Quick Advisors.
Our Locations
Morristown, NJ
New York, NY
Garden City, NY
Palm Beach, FL
Denver, CO
Chattanooga, TN
