Massey Quick was founded by financial professionals who truly understand the challenges that wealth creates. We work closely with our clients to provide thoughtful, personalized planning and investment advice. Our objective recommendations reflect the trust implicit in a successful long-term relationship.
We are not traditional money managers.
Our founding partners, and most of our managers, invest side-by-side with our clients.
Our partners are actively involved in our day-to-day operations and participate in the manager due diligence process on an ongoing basis.
We employ a proprietary open architecture manager selection process and construct customized multi-manager portfolios for our clients.
The Massey Quick portfolio construction process focuses on mitigating three key risks: correlation, drawdown and volatility.
We are dedicated to outstanding client service and performance based reporting.
The professionals at Massey Quick have extensive experience in managing not-for-profit portfolios as chairpersons or members of numerous investment committees. We guide our clients on investment policy, governance, best practices and the fiduciary roles and responsibilities of the trustees.
THE REAL STORY BEHIND THE
“MASSEY QUICK MADOFF” GOOGLE LISTINGS
There is No Massey Quick “Madoff” Connection
Massey Quick has heard from clients and colleagues who “Googled” our firm’s name only to have “Massey Quick Madoff” appear as a popular search item. Our callers were relieved to hear the real story behind those listings.
RIA Survey – Financial Advisor, July 2010, Massey Quick ranks #48 in total assets.
Profile: Stewart Massey – NonProfit News, May 6, 2010. “For Massey, Quick & Co., it’s all about the details when it comes to assessing managers, says Co-founder and CIO Stewart Massey.”
The Importance of Limiting Size – Stewart R. Massey, Bloomberg
Harvard Seeks Better Investment Opportunities – Stewart R. Massey, The Wall Street Journal
Ongoing Due Diligence – Stewart R. Massey, Reuters
Investing in Hedge Funds – Stewart R. Massey, Reuters
©2010 Massey, Quick & Co., LLC