Massey Quick

How We Work With Endowments and Foundations

Massey, Quick and Co., LLC is an investment consultant for endowments and foundations. We serve as an extension of the investment committee and the Office of Finance for our clients. Our expertise and primary role is in pinpointing outstanding investment talent and constructing customized multi-manager multi-asset class portfolios. We guide committees on issues of investment policy, governance, best practices and the fiduciary roles and responsibilities of the trustees.

We provide monthly performance measurement and portfolio accounting through state of the art technology, support the annual audit process, establish risk metrics, conduct initial and ongoing investment manager due diligence, and select managers who meet or exceed the criteria set forth in the investment policy directive.

Stewart Massey, Leslie Quick, Dwight Massey, and Jack Kemp have over 50 years of cumulative experience serving on investment committees of colleges and universities. Stewart, Les and Dwight serve, or have served, as chair of investment committees of colleges or universities. We have a deep understanding of how committees operate and how a consulting relationship should add value.

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