The Quick Group LLC

The Quick Group LLC provides discretionary asset management primarily to high net worth individuals, families, and related trust or foundation accounts, and also offers non‑discretionary management in limited circumstances. Services emphasize separate-account portfolio management, researched security selection, and tax‑aware techniques such as tax‑loss harvesting.

Portfolios are constructed using a mix of ETFs, equities, fixed income, REITs and, in limited cases, mutual funds and alternative exposures; the firm describes a combined top‑down and bottom‑up process with an explicit focus on lowering costs to add value. The firm may use tools such as margin and short sales for clients with appropriate risk profiles, can recommend specialist third‑party managers for niche needs, and provides access to crypto exposure through Fidelity Digital Assets when appropriate.

Noteworthy for a firm of its size, the adviser’s principal also operates as a registered representative of a broker‑dealer and places private placements for institutional investors, and certain professionals are separately licensed to sell insurance products—relationships the firm discloses as potential conflicts of interest. The firm also discloses custodial relationships that provide economic benefits to the adviser and indicates it does not serve lower‑net‑worth individual clients, reflecting a concentrated focus on wealth transfer, legacy, and HNW objectives.