A process-driven investment management firm
MASSEY QUICK AT A GLANCE
- Founded in 2004 by Stewart Massey and Leslie Quick III
- Provides customized solutions to
- affluent individuals and families
- endowments and foundations
- Utilizes a rigorous proprietary manager selection and due diligence process as the foundation for the construction and management of customized multi-manager portfolios
- Approximately $2.3 billion assets under advisement as of 12/31/2012.
INDUSTRY RECOGNITION
- America's Top 100 Independent Financial Advisors (Barron's, Aug 2011)
- 2011 Top Wealth Managers (AdvisorOne)
- America's Fifty Largest RIAs (Financial Advisor 2011 RIA Survey)
- America's Top 100 Independent Financial Advisors (Barron's, Aug 2010)
- America's Top 100 Independent Financial Planning Firms (Registered Rep, 2010)
- The Up-and-Comers: Top fee-only emerging firms (Investment News, Sep 2010)
- The Fast Movers: Top fee-only RIAs (Investment News, Sep 2010)
- America's Fifty Largest RIAs (Financial Advisor, 2010 RIA Survey)
