🌟 Exciting News from Simon Quick! 🌟 We're honored to be recognized as one of the runners-up in the '50 Growers Across America 2024' by CityWire RIA, in association with Investco. Our dedicated team continues to drive our conscious growth, so we can provide exceptional service while expanding our capabilities. With an AUM of now $6.3 billion (*as of 6/30/2024), we remain committed to advancing our mission and embracing strategic growth that aligns with our core values and the needs of our clients. Here's to more milestones ahead as we continue shaping the future of wealth management! #SimonQuickAdvisors #ConsciousGrowth #WealthManagement https://lnkd.in/gqdiyT5w *Data as of 12/21/2023 provided by Discovery Data and tabulated by CityWire. The Ranking was published on 8/19/2024.
Simon Quick Advisors, LLC
Investment Management
Morristown, NJ 3,335 followers
We’ll care for your financial well-being, giving you the freedom to pursue what matters.
About us
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf
- Website
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http://www.simonquickadvisors.com
External link for Simon Quick Advisors, LLC
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Morristown, NJ
- Type
- Privately Held
- Founded
- 2004
- Specialties
- finance, investment consulting, wealth management, financial planning, endowment consulting, and financial advisor
Locations
Employees at Simon Quick Advisors, LLC
Updates
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As monetary policy nears a pivotal shift, our CIO Wayne Yi offers key insights following Chairman Powell's recent speech at the Jackson Hole Symposium. With easing inflation and rising employment concerns, the Fed is poised to reduce interest rates to support balanced economic growth. Discover what these changes might mean for your investments in our latest Market Insights. https://lnkd.in/eFxVvjCw
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Insightful thoughts from our CIO, Wayne Yi, on navigating the complexities of private asset investing. Strategic planning and a long-term view are key. See the full video by Opto Investments for more insights.
Investing in private assets can potentially offer higher returns, but it comes with challenges like reduced liquidity and longer holding periods. As Wayne Yi, CIO at Simon Quick Advisors, LLC, explains, aligning these investments with a client's broader portfolio requires strategic planning and a long-term perspective. Learn more about the complexities and rewards of private asset investing: https://lnkd.in/eKUz47s2. #wealthmanagement #privatemarkets #investing
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We’re excited to announce that Simon Quick has been ranked in the 2024 #RIA Survey & Ranking by Financial Advisor Magazine. This recognition highlights our continued growth and commitment to excellence in serving our clients as a top RIA firm. Click the link to check out the full ranking: https://lnkd.in/gvtZtnta Thank you to our incredible team and valued clients for being a part of this journey! *Data as of 3/31/2024 tabulated by FA’s 2024 RIA. Ranking was published on 6/12/2024
2024RIASurveyAndRanking
fa-mag.com
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We align with the view that AI and technology are not just tools but powerful assets in the future of wealth management. By automating routine tasks, AI will enable us to deepen our client relationships and offer more personalized, thoughtful advice.
🔴 Question: Can AI truly outperform human advisors in client interactions? ✅ Answer: While AI is revolutionizing wealth management, it’s not about replacing the human touch—it’s about enhancing it without sacrificing the personal connection that clients value. 🔴 How? ❇ AI’s Role as a Powerful Copilot: Discover how AI automates time-consuming tasks, freeing up advisors to focus on deeper client engagement. ❇ Enhanced Client Insights: See how AI delivers instant access to past conversations and data-driven insights to help advisors make more informed decisions. ❇ Real-World Case Study: Learn how an RIA firm saw a 30% reduction in meeting times while boosting client satisfaction and business growth. ❇ The Human Touch: Understand why AI can’t replace the empathy and trust-building that only advisors can provide. ✴ The future of wealth management is where AI and advisors work together to deliver better service, efficiency, and results. Fidelity Investments Lido Advisors, LLC Cresset Churchill Asset Management Evercore Wealth Management, LLC Homrich Berg STRATOS Stratos Wealth Partners, CA Wealthspire Advisors BNY Pershing Aspiriant Evoke Advisors The Colony Group Beacon Pointe NewEdge Wealth NewEdge Capital Group Kayne Anderson Rudnick Mariner Mariner Holdings Finalis ARGO Capital Advisors BBR Partners Simon Quick Advisors, LLC Sandhill Investment Management Nottingham Advisors Asset Management #ria #wealthtech #copilot #ai #adviosrtech
Can AI Outperform Advisors? The Real Story
CogniCor Technologies on LinkedIn
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This year, we’re celebrating 20 years of dedication, growth, and trusted client relationships at Simon Quick. 🎉 From a modest beginning at our founding partner's dinner table to now having over 80 professionals across 6 offices nationwide, our journey has been nothing short of extraordinary. As we reflect on two decades of providing personalized financial planning and investment management to high-net-worth clients, we're grateful for the trust they've placed in us and excited about the future. Here's to continuing to grow consciously and serving our clients with integrity. #SimonQuick20 https://lnkd.in/erxe4gve
Celebrating 20 Years of Excellence: Simon Quick Advisors
simonquickadvisors.com
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Our team took a refreshing break this week to celebrate #WellnessMonth with a scenic walk through Central Park to unwind and connect! Prioritizing wellness and balance is key to fostering a healthy, thriving workplace, and there's no better way to recharge than enjoying nature together. #WellnessMonth #TeamWellness #CentralPark
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🔍 Your Wealth, Your Choice: Understanding Wealth Management 💼 In today's diverse wealth management landscape, options are seemingly endless—from traditional wire houses to innovative RIAs and MFOs. Finding the right partner to guide your financial journey is crucial for long-term success. In our latest blog, we explore the various types of wealth management firms, highlighting their unique advantages and potential drawbacks. Learn how Simon Quick stands out with a client-centric approach, fee transparency, and sophisticated investment opportunities. Discover which path aligns with your goals. Read the full article to make an informed choice for your financial future. https://lnkd.in/eURkcRNB #WealthManagement #FinancialPlanning #InvestmentStrategy #FinancialFreedom
Your Wealth, Your Choice: Understanding the Landscape of Wealth Management
simonquickadvisors.com
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Why Move Away from Self-Directed Investing? Navigating the complexities of the market can be challenging on your own. In our case study, we delve into why investors may opt for professional investment management over self-directed approaches. Gain insights into the benefits of having a tailored investment strategy managed by professionals. Learn more here: https://lnkd.in/e7xdDUkf
Moving Away From Self-Directed Investing
simonquickadvisors.com
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We're committed to empowering our clients and community with a library of insightful content. Whether you're interested in deep dives into market trends, practical tips on financial planning, or advice on estate management, we've got you covered! Our articles range from detailed analyses of economic conditions to strategic guides on wealth preservation and growth. Every piece is crafted to help you make informed decisions about your financial future. 📚 What You'll Find: - Market Insights - Financial Planning Strategies - Investment Trends - Estate and Tax Planning Updates - Personal Finance Tips Stay informed and ahead of the curve. Visit our website and start exploring today to enhance your financial knowledge and strategy! 👉 Check out our articles here: https://lnkd.in/eGkk7DcN #FinancialEducation #WealthManagement #InvestmentInsights #EstatePlanning #MarketTrends
Articles: Financial Planning, Investments & More
simonquickadvisors.com