Fully Integrated Wealth Management Services
At Massey Quick we realize that each of our clients has a unique set of needs, objectives and preferences. Our experienced team works closely with each individual and family to build a tailored plan and then construct a customized portfolio that is designed to meet the client’s goals in the most tax efficient manner possible.
Personal Discovery
Open dialogue is the foundation of a successful financial advisory relationship. Therefore, the Massey Quick financial planning process begins a thorough and objective review of a client’s assets, liabilities, cash flow and the structures that surround them.
Investment Policy Statement
We believe that a carefully crafted investment policy statement is the cornerstone of a comprehensive wealth management plan. We work with each client to develop a personalized statement that defines investment objectives, risk criteria, manager selection procedures, measurement standards, monitoring procedures and asset allocation guidelines.
Asset Allocation & Portfolio Construction
We have developed our own portfolio construction modeling software. In each model scenario, our goal is to determine how many units of risk we are taking for every unit of return delivered. Based on this information and analysis, we can make portfolio recommendations that fit each client’s risk/return objectives. We generally employ seven to twelve managers of various disciplines to construct a portfolio.
Reporting, Communication & Client Service
We understand that strong client partnerships require not only solid investment performance , but also consolidated reporting and outstanding communication and service. Therefore, our Massey Quick team takes pride in ensuring that each interaction with our clients exceeds expectations.
Case Studies
The following case studies, based on actual client relationships, are offered to illustrate the benefits that Massey Quick’s customized approach can provide.
Moving Away From Self-Directed Investing
Mr. Shepherd is a successful businessman who had numerous investments made on the recommendation of friends, brokers, and other financial professionals. As his accounts grew in size, he recognized that he needed someone to conduct more thorough due diligence on his current and prospective investment managers, advise him on the proper balance for the portfolio and organize investment information into a consolidated statement.
Managing a Liquidity Event
The Smith family built a successful manufacturing company in the Midwest over three generations. They were approached by a competitor in 2005 with a generous offer for the company that combined cash and stock in a publicly traded company. The offer was too good to pass up. It was a bittersweet decision that presented a unique set of issues and opportunities for this multi-generational family.
Tired of Wall Street
Mr. Brown had a long-standing relationship with the private wealth management division of a prestigious investment bank. Over time, he felt his advisor lacked objectivity and was more interested in selling him product as opposed to guiding him to his long-term goals. He set out to identify an independent advisor to provide him with objective advice without the conflicts of interest inherent in product sales.