🔍 Investment Insights: The Rise of Wealth-Advisor Leviathans The landscape of investment advisory firms is shifting rapidly as private-equity giants acquire stakes in registered investment advisors (RIAs) across the country. These firms, known for their profitability and growth potential, are becoming targets for consolidation, promising increased efficiency and streamlined operations. But what does this mean for clients? At Simon Quick, we stand out in this evolving industry. Unlike many firms in the wealth management space, we are completely independent without any outside owners or operators, so that our advice is free from external pressures and conflicts of interest. Key Points: 🔹 Independence Matters: RIAs were previously known for their independence, but with private equity entering the scene, the narrative is changing. Clients must now be cautious and discerning when choosing an advisor. How can you be sure your RIA is truly independent? 🔹 Client-Centric Approach: The consolidation trend raises concerns about the level of customization and personal attention advisors can provide. At Simon Quick, our commitment to putting clients first remains unwavering. 🔹 Transparency and Trust: We emphasize the importance of transparency in our operations and maintaining the trust of our clients. With us, you can be confident that our advice is solely in your best interest. Considering a new advisor? Here’s what to keep in mind: 1. Verify Independence: Ask the firm if it is influenced by outside owners. 2. Understand Conflicts of Interest: Ask how the firm handles potential conflicts and maintains client-first practices. 3. Seek Transparency: Look for clear, straightforward communication about the firm’s operations and investment strategies. Read the full article by Barron's: https://lnkd.in/ehBimff5
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At Simon Quick Advisors, we believe in empowering our team not just professionally, but also in ways that can save lives. This week, we hosted a #CPR training event where our staff learned vital skills from certified professionals. Our team members are now equipped to handle emergencies, ensuring a safer workplace and community. A huge thank you to our incredible trainers and everyone who participated. Together, we’re making a difference. ❤️
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The wealth management landscape is ever-evolving, offering clients multiple options from traditional wire houses to independent RIAs like Simon Quick. Understanding these options and choosing the right partner for you can help you achieve your financial goals. In our latest article, learn how these firms cater to different financial needs. Dive into the benefits of personalized service, transparency, and sophisticated investment opportunities. And discover how Simon Quick can empower your financial journey. Your financial success starts with an informed decision. https://lnkd.in/eURkcRNB #WealthManagement #FinancialPlanning
Your Wealth, Your Choice: Understanding the Landscape of Wealth Management
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🚀 Join Our Team as Director, Investments at Simon Quick Advisors! 🌟 💡 Role Highlights: · Enhance market research, asset allocation, and manager screening. · Lead economic and market analysis for portfolio decisions. · Source and diligence investment opportunities across asset types. · Deliver investment commentary and presentations. ✔ Requirements: · Bachelor’s degree (MBA/CFA preferred). · 8+ years in economic/market analysis and investment due diligence. · Strong professional network within the investment community. ❓ Why Simon Quick Advisors? · Be a part of a purpose-driven firm that prioritizes both client and employee well-being. · Enjoy significant growth opportunities and a best-in-class employee experience. · Work in a highly visible role with direct impact on investment strategy and client outcomes. #InvestmentDirector #FinanceJobs #CareerOpportunity #JoinOurTeam #SimonQuickAdvisors #Hiring
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📈 Market Insights: Make Hay While the Market Shines 📈 The economy has delivered seven quarters of sustained growth since the second half of 2022, and forecasts suggest this trend will continue through the remainder of 2024. Despite sticky inflation and high interest rates, GDP growth expectations have risen, reducing recession fears significantly. With the upcoming Presidential and Congressional elections, market volatility may increase, but historically, being invested in equities during election years has resulted in better returns. Read the full article for our full outlook on the current market environment. https://lnkd.in/gqgaJRgN
Market Insights: Make Hay While the Market Shines
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Thank you Rocky Mountain Estate Planning Council, for your kind words and recognition. We’re proud to support an organization dedicated to the estate planning community. We're excited for the upcoming season and look forward to continued collaboration and growth!
✨ A Heartfelt Thank You to Our 2023-2024 Sponsors! ✨ As we reflect on the past year, we want to extend our deepest gratitude to our incredible sponsors for their unwavering support and commitment to the Rocky Mountain Estate Planning Council. Your contributions have been instrumental in our success, enabling us to host impactful events and provide valuable resources to our members. 🌟 Thank you for being an essential part of our community! 🌟 We are thrilled to announce that our new season will commence on August 1st, and we look forward to another year of collaboration, growth, and excellence in the field of estate planning. Stay tuned for exciting updates and upcoming events! Alpine Bank BakerHostetler Bennett Thrasher CCIG Denver Agency Financial Designs Ltd. Holland & Hart LLP J.P. Morgan Private Bank Simon Quick Advisors, LLC RSM Trail Ridge Wealth Management Willow Street Williams Weese Pepple & Ferguson #RMEPC #ThankYouSponsors #EstatePlanning #CommunitySupport #NewSeason
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It was a pleasure to have our CIO, Wayne Yi, represent Simon Quick at #ALTSNY alongside distinguished panelists. We're proud to contribute to the discussion on the evolving landscape of alternatives and their impact on investment strategies. Thank you to all the panelists for a thought-provoking session!
#ALTSNY: Top thinkers and chief investment officers shared insights on macroeconomic outlooks and the impact of democratizing alternatives on wealth management. They addressed key questions on the role, evaluation, and performance measurement of accessible alternatives. Moderator: ➜ Timothy D. Calkins, CFA, CFA, Co-CIO at Nottingham Advisors Asset Management Panelists: ➜ Wayne Yi, CIO at Simon Quick Advisors, LLC ➜ Michael Crook, CAIA, CIO at Mill Creek Capital Advisors ➜ Alvina Lo, Chief Wealth Strategist at Wilmington Trust ➜ Sandip Bhagat, CFA, CIO at Whittier Trust Company CAIA Association, CFA Society New York, Markets Group, William J. Kelly, CAIA, John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Paul Hamann Katie Merch-Chammon Debra Haym Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Jennifer Hughey Giancarlo Sanchez Ureña Courtney McQuade Camille Cross Brett Friedberg Andres Ortiz
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Our 4th Annual Simon Quick Family Picnic was a day to remember filled with fun activities, delicious food, and great company. We enjoyed an array of mouthwatering delights, kids and adults alike had a blast with the giant slide, trackless train, funnel cake, and various lawn games. We’re already looking forward to next year! 🌟
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The Simon Quick team had a wonderful time this year at our Wine Dinner & Education event hosted by our Managing Partner, Joe Belfatto and Brandon Warnke, Vice President of Operations at Wine Library! Brandon guided us through a delightful evening of wine tasting and education. His extensive knowledge and passion for wine made the night truly special. Cheers to many more evenings of great wine and company! 🥂
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