facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Investment Advisory

Generate Competitive Returns | Meet Investment Objectives | Preserve Capital

Why Invest With Simon Quick?

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 manager selection process.

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.

Align Your Investments

With Your Goals For the Future

Get Started Today