Thorough analysis and exhaustive research leads to better investment decisions.
We’re not just financial advisors – we’re investors too. And we’re interested in the same things you are: outstanding returns, stability and peace-of-mind. We vet prospective investment managers extensively. This stems from our founding partner’s experience as Chairs of Investment Committees for Endowments and Foundations over the past three decades. In this capacity we’ve developed an objective, analytic methodology that focuses on measuring risk-adjusted returns.
Our Investment Approach
Our objective is to generate competitive, consistent returns for our clients that meet their objectives over multiple market cycles with an emphasis on capital preservation. This is done by focusing on two things: your asset allocation and our investment selection process.
Asset Allocation
1
Investment Policy Statement
We’ll start by designing your individual Investment Policy Statement (IPS), which will serve as the cornerstone of how we manage your portfolio.
2
Asset Allocation Targets
Next, we’ll focus on determining your asset allocation targets for major asset classes including equities, fixed income, alternatives and cash.
3
Diversification
Then, based on your risk tolerance and return objectives, we’ll select sub-asset classes within each major asset class with a focus on diversification.
Manager Selection
With our team of in-house specialists, we use a multi-phased approach to identify investment opportunities, evaluate new investment managers and review our previously approved managers.
Beginning with an overview of the investment universe, our team evaluates the strategies available to our investors. Based on several criteria, 400 to 500 managers are identified annually to move through our due diligence process. By the end, our investment committee approves approximately 8 to 10 investment managers that we’re comfortable incorporating into our clients’ portfolios.
400-500 Managers Annually
Manager Sourcing & Preliminary Screening – Simon Quick CORE
Investment Research Team Screening
IC Approval to Conduct Qualitative Due Diligence
Investment Committee Approval
8-10 Managers Annually
If an Investment Isn’t Good Enough For Us
It Isn’t Good Enough For You
With a dedication to offering our clients the most well-suited investment opportunities based on their personal goals and our strict manager selection process, our partners choose to invest in the same investment opportunities as you. We’re happy to put our money where our mouth is, because we’re confident in our unique investment philosophy and rigorous internal research.
*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Simon Quick Advisors, LLC) will be profitable, equal any historical performance level(s), or prove successful.