Massey Quick Simon is an independent wealth management and investment consulting firm that advises high net worth families, single family offices, endowments, and foundations.
Massey Quick Simon recognizes that each of our clients have a unique set of needs, objectives, and preferences. We listen carefully, and then develop a formal Investment Policy Statement. We construct customized multi-asset, multi-manager portfolios for our clients.
We also offer financial planning, retirement planning, and estate planning based on their individual needs.For our institutional clients we offer assistance to the office of finance, and investment committees. We also offer these clients investment policy assistance and audit support as well as many other functions critical to managing an institution’s finances.
finance, investment consulting, wealth management, financial planning, endowment consulting, and financial advisor