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

Investment Advisory

Generate Competitive Returns | Meet Investment Objectives | Preserve Capital

Why Invest With Simon Quick?


Investment Research Professionals check Morristown, NJ Simon Quick Advisors

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.

Due Diligence Check Morristown, NJ Simon Quick Advisors

Because we conduct our own due diligence

Instead of relying on the research of others.

Investment Opportunities Morristown, NJ Simon Quick Advisors

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

Asset Allocation

  1. We’ll start by designing your individual Investment Policy Statement (IPS), which will serve as the cornerstone of how we manage your portfolio.
  2. Next, we’ll focus on determining your asset allocation targets for major asset classes including equities, fixed income, alternatives and cash.
  3. 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

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

Get Started Today