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Massey Quick Simon in the Media

Please See Important Disclosures Regarding Media Moments
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Investment News Top Fee-Only RIAs by State

Massey Quick Simon is proud to be named among the top 3 New Jersey based firms by InvestmentNews in their rundown of top fee-only RIAs by state. At Massey Quick Simon, our approach to investing follows the highest fiduciary standards and our advice is driven by our unwavering efforts to act in the best interest of our clients.

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Investment News 2019 Best Places to Work for Financial Advisers

Massey Quick Simon has been recognized as the #1 Ranked company with 50+ employees and the #4 overall ranked firm out of 75 by Investment News. MQS established the Employee Experience Committee, which plays a key role in “making the employee feel heard.” We are thrilled to be included on the list and are committed to making MQS a great place to work!

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NJBIZ 2019 Best Places to Work in New Jersey

Massey Quick Simon is proud to be named to the NJBIZ 2019 Best Places to Work in New Jersey list in the medium sized company category. Best Places to work companies are decided based upon participation with the Best Places to Work survey from their sister company, Best Companies Group. The program collects data confidentially, allowing employees to comfortably share feedback about the companies they work for. Our team is very proud of this accomplishment and very happy to be included on this list.

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Private Asset Management Awards 2019

In 2019 Massey Quick Simon was named Highly Commended in the Best Private Wealth Manager Under $5bn category and named to the shortlist in two additional categories. For over two decades the Private Asset Management Awards have celebrated the top-performing elite of the private wealth community. The awards are designated for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the private asset management industry.

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RIA Survey & Ranking 2018

According to a November 2017 Cerulli Associates report, there are over 680 RIAs with at least $1 Billion in client assets. These firms makeup less than 4% of all RIAs, yet they control 32% of the workforce and 60% of assets in the RIA industry. This growth may be due to the fiduciary model, which requires advisors place the interests of their clients’ ahead of their own. As a fee only firm, MQS is proud of our accomplishment of being ranked #29 in the Top 50 Fastest-Growing Firms and being ranked #97 in Financials Advisor’s 2018 Annual RIA Ranking.

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FT 300 — the list: the top US registered investment advisers 2018

When William E. Simon & Sons and Massey Quick & Company combined in 2017, they became one of 152 RIA mergers that occurred that year. In just one year, our firm Massey Quick Simon has been named to the 2018 Financial Times 300 Top Registered Investment Advisers report. This report ranks MQS as one of the ‘top US registered investment advisers’ in the U.S., and highlights the growing trend of investors choosing a firm who puts their interests first.

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Path to Growth: Why RIA firms leverage M&A as a growth strategy

Increasingly, Registered Investment Advisory (RIA) firms are expanding strategic goals, responding to rising competitive pressures and building scale by turbo-charging growth through mergers and acquisitions. In fact, a recent InvestmentNews study found that 31% of advisory firms plan to pursue M&A deals over the next year as a way to grow their businesses. In this special InvestmentNews coverage, Massey Quick Simon is used as an example of one RIA firm’s strategic thinking towards the benefits of M&A

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Secrets Behind Success: Mergers & Acquisitions

Mergers and acquisitions have grown from the exception to the norm in the financial services industry. In this video interview with InvestmentNews, Joseph Belfatto, Managing Partner of Massey Quick Simon, discusses why more and more firms are pursuing M&A strategies.

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The Simon Family-Office Solution

Why did a single-family office in New Jersey merge with a traditional wealth management firm instead of a multifamily office? It occurred to the Simon brothers that combining forces with a wealth advisory firm would allow the office to grow into a multifamily office, but to do so under the watchful eye of Massey Quick’s investment experts. This focused profile published in Barron’s Penta magazine is an interesting read.

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