Dallas, TX Office

Simon Quick serves individuals, families, pension and non-profit entities, endowments and foundations by offering wealth management, investment consulting, and financial planning. The firm also provides tax planning and compliance, prepares federal and state income tax returns, and offers administrative services such as bill-pay, bookkeeping, and sub-advisory arrangements for other registered investment advisors.

The firm allocates client assets among independent managers, mutual funds, ETFs and private investment funds using a combination of proprietary quantitative analysis, in-person due diligence, and ongoing monitoring. Simon Quick manages accounts on both discretionary and non-discretionary bases and implements strategies that can include long and short positions, options and inverse/enhanced ETFs, while treating cash as an asset class and using limited power of attorney to execute subscription documents and satisfy capital calls for private fund investments.

Distinctive features include serving as general partner and fund sponsor for affiliated pooled vehicles (e.g., the Simon Quick Chapin Master Fund and Simon Quick Global Equities Fund), operating fund-of-funds structures, and launching Simon Quick Private Equity Fund I, LP; the firm has also filed for an exemption as a commodity pool operator on behalf of two affiliated funds. In addition to fund sponsorship and receiving performance-based compensation as manager of certain unaffiliated funds, Simon Quick’s combination of tax-return preparation, its proprietary WealthMetrx offering, bill-pay/household payroll services, and routine sub-advisory work for other advisers are activities that distinguish it from many multi-team peers.