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Your On Demand Investment Consultant

Decrypting Crypto Currencies: Bitcoin, cryptocurrency, and blockchain technologies have become a hot topic for investors. But how many of us really understand this new digital currency? In this 20 minute presentation, our Head of Research Wayne Yi provides an educational tool to help you familiarize yourself with bitcoins, blockchain, and cryptocurrencies in general.

2018 1st Quarter Market Webcast: Our Chief Investment Strategist, Stewart Massey reviews asset class performance during the first quarter of 2018 with a focus on energy markets and Master Limited Partnerships.

In this webcast our Chief Investment Officer, Chris Moore reviews the market environment during the second quarter of 2018.

In this webcast our Chief Investment Officer, Chris Moore reviews the market environment during the third quarter of 2018.

The final quarter of 2018 was the worst quarterly performance for the US stock market since Q3 2011, largely due to an abysmal December – the worst since 1970. Market volatility came roaring back in the fourth quarter with a variety of economic and political factors contributing to the turbulence. Our Q4 Market Webcast focuses on what happened in the markets through December and how we are thinking about them going forward. If you weren't able to join us for the live webcast, please watch the recording for key insights from our CIO Chris Moore.

Massey Quick Simon CCO and COO, Mark DeLotto speaks about our hiring process, core values, and culture at the Fidelity Retaining and Attracting Talent Workshop.


Get an in-depth view of opportunity zones in our Market Insights Video, led by Client Advisor, Loraine Salvo and featuring our CIO, Chris Moore and Head of Manager Research, Wayne Yi. They cover the basics of OZ funds, speak about investment strategies, and explain how we are implementing the strategy into client portfolios.


Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Massey Quick Simon is engaged, or continues to be engaged, to provide investment advisory services.