Smart Investing: Navigating Volatility – A Conversation With Our Chief Investment Office
A Free Webinar From Simon Quick Advisors
Thank you for requesting access to our webinar, Smart Investing: Navigating Volatility – A Conversation With Our Chief Investment Office. We’ve sent the recording directly to your inbox.
Please check your email for a link to watch the session at your convenience.
Don’t Let Headlines Lead You Astray: Focus on What Matters.
Markets are volatile. Tariffs are dominating headlines. Investors are understandably anxious.
It’s natural to wonder: What does this mean for my portfolio?
In this on-demand webinar, Wayne Yi, CFA, Chief Investment Officer at Simon Quick, breaks down what’s driving current market volatility and shares how the firm is thinking about risk, investment strategies, and wealth preservation amid tit-for-tat tariffs and trade disputes.
Joined by Managing Director and Client Advisor Daniel Weitz, CFP®, CFA, the conversation also touches on the top concerns we’re hearing from clients and the questions investors should be asking right now.
Watch Now to Learn
Understand the key forces behind recent market swings — and what they mean for investors like you.
See how today’s volatility could be affecting your investments — and what to consider adjusting.
Learn strategies to stay calm, confident, and focused on your long-term goals, even when markets are unpredictable.
Discover how Simon Quick is guiding families through uncertainty and keeping their plans aligned.
Access the Replay
Register now to watch the full conversation — on your schedule.
Thank you for requesting access to our webinar, Smart Investing: Navigating Volatility – A Conversation With Our Chief Investment Office. We’ve sent the recording directly to your inbox.
Please check your email for a link to watch the session at your convenience.
About Simon Quick Advisors
At Simon Quick Advisors, we understand the unwieldy challenges that wealth can create — because our founders faced them too. In 2004, Leslie Quick was frustrated with financial firms that prioritized sales over service, so he established a multi-family office to provide independent, fiduciary management for his family and others. Similarly, J. Peter Simon, his brother William E. Simon Jr., and their father, former Secretary of the Treasury William E. Simon, opened a family office to protect and grow their family’s legacy. In 2017, these two firms united to form Simon Quick Advisors, combining their shared values and deep expertise to better serve clients. Today, we continue their mission to deliver wealth management that’s built on trust, not transactions.
The Trust We’ve Earned
When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.