Why Invest With Simon Quick?
Because we built a team of investment research professionals
Who seek to identify, vet, and monitor the most compelling investment opportunities across asset classes for our clients’ portfolios.
Because we conduct our own due diligence
Instead of relying on the research of others.
Because we offer access to distinct investment opportunities
Including smaller, niche investment solutions and opportunities generally not available to larger banks and brokers.
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.
Asset Allocation
- We’ll start by designing your individual Investment Policy Statement (IPS), which will serve as the cornerstone of how we manage your portfolio.
- Next, we’ll focus on determining your asset allocation targets for major asset classes including equities, fixed income, alternatives and cash.
- 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.
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