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Massey, Quick and Co. LLC
       
 
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Massey, Quick and Co. LLC
 
 
Overview: 

Massey Quick creates customized multi-manager investment portfolios for individuals, families, foundations and endowments.

Massey, Quick and Co. LLC, a pioneer in wealth advocacy, aggregates a group of seasoned and talented professionals together to shepherd, protect and perpetuate the wealth of high net worth individuals, endowments and foundations. Through sophisticated financial planning, asset manager selection and due diligence, portfolio construction, estate planning, asset protection and risk management we bring organization, structure and peace of mind to our clients. We are a fee only registered investment adviser. We sit on the same side of the table as our clients in a conflict free manner, acting as their financial advocate.
History: 

In 2003, Stewart Massey and Les Quick, two successful financial services professionals who took early retirement, independently began looking for a firm to help them fulfill their investment and wealth management needs. With their experience and knowledge of the investment business, they were in a unique position to objectively assess the strengths and weaknesses of each firm. They each soon became frustrated by their inability to find a firm that understood their individual needs and preferences and had the adequate combination of
investment expertise and innovation
commitment to capital preservation
focus on long-term investing
personal commitment, ethics and integrity.

These two neighbors met and shared their experiences. They agreed that what they—and others—needed was a very different kind of investment management solution. This led them to outline a philosophy and approach for a process-driven wealth management and investment management firm built on approaches they had used successfully in past endeavors.

Soon thereafter Massey Quick was born as a multi-family investment office that would not only meet their families' needs, but also bring fiduciary management to other wealthy families, foundations and endowments.


 
 
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