Simon Quick Advisors

Mark Edward Partners is dedicated to enhancing client service within the insurance brokerage sector, catering to a diverse clientele that includes corporations, financial services companies, non-profit organizations, and individuals. The firm also serves specialized sectors such as sports entertainment, the equine industry, and cannabis, ensuring tailored solutions for each unique group. With a focus on comprehensive client services and a range of insurance lines and special programs, Mark Edward Partners is committed to restoring excellence in client interactions. The leadership team, including Mark E. Freitas, Andrew P. Guerin, and Angela Harms, drives the firm's mission to provide exceptional service in the industry. Generated from the website

BDT & MSD Partners is a merchant bank established in 2023, formed by the combination of BDT Company and MSD Partners. With a focus on serving business owners and strategic long-term investors, the firm provides tailored advisory and investment services, leveraging its extensive experience at the intersection of founders, families, and businesses. The firm offers strategic advice on complex issues and differentiated long-term capital solutions aimed at fostering growth and managing legacies. Its investment strategies encompass private capital, private credit, and real estate, emphasizing partnerships with aligned interests to create long-term value across various sectors and geographies. Generated from the website

Klocke Capital Group, LLC is a registered investment adviser based in Palm Beach, FL, dedicated to delivering exceptional investment returns for a diverse range of clients, including individuals, families, pensions, foundations, and endowments. With a strong emphasis on risk mitigation, their investment management solutions aim to minimize losses and navigate market volatility while generating income and preserving long-term wealth. Specializing in constructing low volatility, high-income portfolios, Klocke Capital employs a risk-adverse hedging strategy to provide consistent returns over time. Their objective and independent approach ensures that investment advice is aligned with clients' risk tolerance, free from conflicts of interest, and supported by an open platform of investment options. With a focus on asset allocation and selling calls and puts against long indexed ETF equity positions, Klocke Capital strives to enhance current income, limit downside risk, and deliver superior investment performance.Generated from the website