Quincy Cass Associates
Taking Investments Further

The professionals of Quincy Cass Associates are committed to the investment management business and the business of helping clients manage their wealth effectively.

Every Quincy Cass professional is capable of the demands of sophisticated clients for knowledgeable and informed decision-making. We offer investment-related services with a local, hometown philosophy, and attitude toward customer service.

We invest our corporate resources to stay in the forefront of the most innovative investment technology and to expand our expertise. We maintain our independence to provide long-term value to clients through objective advice from our own research and ready access to a broad range of investment options, including stocks, bonds, options, mutual funds, money market funds, municipal bonds and government securities.

Quincy Cass is allied with National Financial Service Corporation (NFSC), a Fidelity Investments company, providing clearing services for client accounts. Quincy Cass Associates is a registered broker-dealer, a member of the Financial Industry Regulatory Authority (FINRA), and a member of the Securities Investors Protection Corporation (SPIC).

We offer a full range of complementary, value-added financial services. Quincy Cass built its reputation throughout the decades by responding to clients needs with resourceful solutions:

Private placements of debt and equity for growth-oriented middle-market businesses.
Quincy Cass has developed a solid network of qualified investors, venture capital firms and investment companies to match with client projects and business ventures. Our goal is to find available capital at the lowest cost from sources that are best suited to our clients objectives.

Investment banking for growth, value appreciation and liquidity.
Quincy Cass professionals can envision the future with clients and make the financial connections to get there. We offer capital raising assistance, M&A advisory services and transactional guidance. Clients know they can count on Quincy Cass for custom solutions to complex financial problems, precise independent analysis and senior-level attention to their special situations.