Massey Quick

A Milestone for Massey Quick

admin — Fri, 06 Aug 2010 15:14:11 +0000

Barron’s Magazine named Stewart Massey as one of America’s top 100 independent financial advisors in the August 28, 2010 edition. “This recognition underscores the need for truly independent and conflict free wealth management advice. Our team based approach to financial planning and modeling, the construction of risk managed customized portfolios and comprehensive performance reporting combined with outstanding client service resonates with our clients and prospective clients. We were delighted to be included in such a prestigious list.”

Media Left

admin — Thu, 22 Apr 2010 17:44:34 +0000

SPECIAL BULLETIN:

The 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 concerned callers were relieved to hear the real story behind those listings. More

Barron’s Names Stewart Massey as one of America’s Top 100 Independent Financial Advisors.

America’s Top Financial Planners – Massey, Quick & Co., LLC was named one of America’s top 100 independent financial planning firms.

Preserving Capital – Stewart R. Massey, Bloomberg

RIA Survey- Massey Quick is named one of the 50 largest Registered Investment Advisors in the country (Financial Advisor Magazine, July 2010) and the fastest growing in New Jersey.

Profile: Stewart Massey – NonProfit News, May 6, 2010. “For Massey, Quick & Co., it’s all about the details when it comes to assessing managers, say Co-founder and CIO Stewart Massey.”

The Importance of Limiting Size – Stewart R. Massey, Bloomberg

Ongoing Due Diligence – Stewart R. Massey, Reuters

New Jersey’s Best 50 Women in Business, NJ Biz Magazine
Louise Ramsey Thomas named to 2010 roster.

Harvard Seeks Better Investment Opportunities, The Wall Street Journal, February 17, 2010. Stewart Massey believes that, “Endowments and foundations are going through a period of restructuring where the foremost thing on their minds will be liquidity, even if that means giving up return and taking in some losses.”

The Bridge Between Chaos and Opportunity, February 2010 A new investment strategy essay from Massey Quick.

2006

admin — Thu, 22 Apr 2010 17:38:04 +0000

The College of Wooster Nominated as One of the Small Nonprofits of the Year, Foundation & Endowment Money Management Magazine, June 2006
Super Stars: Bloomberg Wealth Manager Survey, July/August, 2006. Massey Quick ranks #10 based on assets per client relationship.
RIA Survey, Financial Advisor, July 2006. Massey Quick ranks #1 in growth (firms under $1 billion) and #4 (overall) in assets per client.
Partners in Life, Love and Philanthropy, M.A.R. Magazine. Profiles Joe & Deb Belfatto’s involvement with Susan G. Komen for the Cure
Multistrategy Funds Post-Amaranth, MarHedge, October 9, 2006. Investors will demand better due diligence, less leverage.
Endowments That Work, The College of Wooster, November 2006. Stewart Massey explains why the gifts that alumni designate for Wooster’s endowment fund are paying rich dividends.

2007

admin — Thu, 22 Apr 2010 17:31:54 +0000

Massey Quick Staff & Business Update, June 26, 2007
Morristown Firm Tracks Top Money Managers for Clients, Daily Record, July 4, 2007
All Together Now, Financial Advisor Cover Story, September 2007. To repair the traditional wealth management business plan, Massey, Quick & Co. treats their clients as peers.
RIA Survey, Financial Advisor, July 2007. Massey Quick ranks #53 in total assets and #6 in assets per client.
High Net Worth Industry Awards, September 10, 2007. Massey Quick nominated for 2007 Multi-Family Office of the Year.

2008

admin — Thu, 22 Apr 2010 17:28:10 +0000

A Legacy of Giving, Bonaventure University’s Alumni Magazine, Fall 2008
Profile of Leslie C. Quick, III.
Big Hedge Funds Suffer Big Losses in September, Reuters, October 3, 2008, includes comments by Stewart R. Massey.
Hedge Fund Arrests Send Chill through Industry, Reuters, June 20, 2008, includes comments by Stewart R. Massey.
Hedge Funds up in April after Poor Start to Year, Reuters, May 7, 2008, includes comments by Stewart R. Massey.
Prominent Hedge Funds Nurse Heavy Losses in 2008, Reuters, January 2008, includes comments by Stewart R. Massey.

2009

admin — Thu, 22 Apr 2010 17:23:12 +0000

Investing in Hedge Funds, Reuters, October 20, 2009, includes comments by Stewart R. Massey.
Endowments Seek Liquidity, Financial Times, October 16, 2009, includes comments by Stewart R. Massey.
Massey Quick Eyes Acquisitions, Private Asset Management, September 2009
What Wealthy Clients Want Now, On Wall Street, September 1, 2009, includes comments by Leslie C. Quick, III.
Short-Sellers Suffer Crushing Losses in July, Reuters, August 7, 2009, includes comments by Stewart R. Massey.
Hedge Fund Fees Firm as LBO Managers Bow to Pensions, Bloomberg, August 3, 2009, includes comments by Stewart R. Massey.
Massey Quick Adds Senior Staff to Team, Summer 2009
RIA Survey, Financial Advisor, July 2009–Massey Quick ranks #37 in total assets.
Will the U.S. Suffer a Tokyo-Style Recession? by Stewart R. Massey, January 2009, in connection with his presentation at the 2009 New Mexico Economic Outlook Conference

Recent Speaking Engagements

admin — Thu, 22 Apr 2010 16:50:10 +0000

Private Wealth Management Summit, Manager Due Diligence, Las Vegas, NV, December 2-4, 2009.
Endowment and Foundation Forum, Hyatt Regency, Boston, MA, October 25-27, 2009.
Family Office & Private Wealth Management Forum, Hyatt Regency, Newport, RI “Manager Selection – What Should Family Offices be Looking for When Selecting Managers?”, July 8-10 2009.
January 7, 2009, The New Mexico Economic Outlook Conference, Albuquerque, NM
December 15, 2008, The Investments Consultants Forum – “Manager Selection”, NY, NY
September 15, 2008, Manager Search and Selection Forum, San Francisco, CA
April 13-15, 2008, National Public Employee’s Retirement Funds Summit, Key West, FL
April 9, 2008, Infovest 21, Princeton Club, NY, NY
December 17, 2007, Investment Consultants Forum; Manager Selection, Princeton Club, NY, NY
October 29-30, 2007, US Strategic Investment Executive Forum, Plantation Amelia Is., FL
October 23-24, 2007, Foundations and Endowments, San Francisco, CA
October 10-11, 2007, Alternative Investments for Private Family offices, Half Moon Bay, CA
September 10-12, 2007, Alternative Investments for Private Family offices, Hot Springs, VA
May 16, 2007, State of the Alternative Industry – The Institutional Perspective, Charleston, SC
October 22-24, 2006, Hedge Funds and the Affluent Investor, Southampton Bermuda
October 17, 2006, The Foundations and Endowments Summit, San Francisco, CA
Otober 16, 2006, Plan Sponsor and Consultant Circle, San Francisco, CA
October 16 2006, The Alternative Investments Summit “Future of Funds of Funds.”
May 7-9 2006, Keynote Speaker at MARHedge San Francisco, CA

Speaking Engagements

admin — Tue, 20 Apr 2010 22:46:57 +0000

Stewart Massey is frequently quoted in The New York Times, Reuters, Bloomberg, MARHedge, Institutional Investor Alpha Magazine and numerous other publications on the topic of alternative investments. He frequently speaks to groups of institutional investors on the application of alternative investments in multi-asset class portfolios. Click here to view a list of his speaking engagements.

• Private Wealth Management Summit, Manager Due Diligence, Las Vegas, NV, December 2-4, 2009.
• Endowment and Foundation Forum, Hyatt Regency, Boston, MA, October 25-27, 2009.
• Family Office & Private Wealth Management Forum, Hyatt Regency, Newport, RI “Manager Selection – What Should Family Offices be Looking for When Selecting Managers?”, July 8-10 2009.
• January 7, 2009, The New Mexico Economic Outlook Conference, Albuquerque, NM
• December 15, 2008, The Investments Consultants Forum – “Manager Selection”, NY, NY
• September 15, 2008, Manager Search and Selection Forum, San Francisco, CA
• April 13-15, 2008, National Public Employee’s Retirement Funds Summit, Key West, FL
• April 9, 2008, Infovest 21, Princeton Club, NY, NY
• December 17, 2007, Investment Consultants Forum; Manager Selection, Princeton Club, NY, NY
• October 29-30, 2007, US Strategic Investment Executive Forum, Plantation Amelia Is., FL
• October 23-24, 2007, Foundations and Endowments, San Francisco, CA
• October 10-11, 2007, Alternative Investments for Private Family offices, Half Moon Bay, CA
• September 10-12, 2007, Alternative Investments for Private Family offices, Hot Springs, VA
• May 16, 2007, State of the Alternative Industry – The Institutional Perspective, Charleston, SC
• October 22-24, 2006, Hedge Funds and the Affluent Investor, Southampton Bermuda
• October 17, 2006, The Foundations and Endowments Summit, San Francisco, CA
• October 16, 2006, Plan Sponsor and Consultant Circle, San Francisco, CA
• October 16 2006, The Alternative Investments Summit “Future of Funds of Funds.”
• May 7-9 2006, Keynote Speaker at MARHedge San Francisco, CA

Leslie Quick has spoken at various family office conferences on life in a family business, sibling relations and dealing with non-family employees. Click here to view a list of his speaking engagements.

• June 9, 2009, Family Office Forum “Family Business to Family Office: Transitions, Integration and Separation” Swissotel Chicago, Chicago, IL
• October 30, 2006, The State of the Alternative Industry: The Institutional Perspective, The Fairmont Sonoma Mission Spa & Inn, Sonoma, CA

Louise Thomas spoke on Manager Selection, at the Investment Consultants Forum held at the Princeton Club in New York City on December 17, 2007.

Massey Quick Seminars

admin — Tue, 20 Apr 2010 22:30:04 +0000

Manager Selection and Due Diligence, October 20th, 2009. The Investment Team, lead by Louise Thomas, brought together approximately 35 clients and prospects to discuss the rigorous due diligence process that Massey Quick utilizes to select investment managers for client portfolios. The seminar received outstanding reviews and featured one of Massey Quick’s equity long-short managers.

Investing In 2010 and Beyond, December 9th, 2009 at Baltusrol Golf Club. Stewart Massey, Founding Partner and Chief Investment Officer, recapped the overall investment results of 2009 and discussed his outlook for 2010. Two of Massey Quick’s investment managers joined Stewart at the podium to discuss their outlook on the equity and fixed income markets.

First Annual Meeting for the Massey Quick Absolute Return Fund, March 3rd, 2010. Stewart Massey opened up the seminar discussing his economic outlook and was followed by an equity long short manager who represents the largest allocation of capital in the MQ Fund of Funds. Fred Storz closed the program with an update on the fund and presented the annual returns.

Special Bulletin Right

admin — Tue, 20 Apr 2010 22:11:21 +0000

Manager due diligence is the
Keystone of the Massey Quick Investment Approach

Our proprietary due diligence process enables us to identify talented managers that have the potential to provide outstanding investment results and operate with the highest levels of professional ethics and integrity.

In addition to extensive quantitative research, we always meet with managers in their office and explore the full range of issues that help us determine if the manager can reasonably be expected to repeat past successes. We ensure that appropriate protocols are in place to mitigate against fraud and insist investment managers transact through an independent broker dealer and maintain custody of the portfolio at a reputable institution.