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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)

Massey, Quick & Co., LLC • 360 Mount Kemble Avenue • Morristown, NJ 07960 • 973.525.1000

© 2014 Massey, Quick & Co., LLC