Changing the Face of Investing

We have a deep and long-standing commitment to building stronger communities and improving the lives of our clients, and generations to follow.

Changing the Face of Investing

We have a deep and long-standing commitment to building stronger communities and improving the lives of our clients, and generations to follow.    

Changing the Face of Investing

We have a deep and long-standing commitment to building stronger communities and improving the lives of our clients, and generations to follow.    

Private Wealth Management

Tailored investment solutions for high-net-worth individuals, those accumulating wealth and everyone in between.

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Investment
Banking

Innovative, customized and flexible financing solutions to help organizations, and the communities they serve, grow and deliver transformative, positive change.

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Institutional
Sales & Services

Investment-grade and high yield securities for individuals, institutions, and registered investment advisors.

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Commentary &
Analysis

In-depth qualitative and quantitative insight, sector outlooks and actionable ideas for institutional and individual investors.

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Highlighted Offerings

Tax Exempt
Municipal Bond

CT State Special Tax Ob.
Revenue Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

3.309%
Yield to Maturity
09/01/2034

$119.974
Priced to the 9/01/2025
Par Call Date

Tax Exempt
Municipal Bond

MA State DFA
Newbridge on the Charles Rev. Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

3.309%
Yield to Maturity
09/01/2034

$119.974
Priced to the 9/01/2025
Par Call Date

Tax Exempt
Municipal Bond

CT State Special Tax Ob.
Revenue Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

3.309%
Yield to Maturity
09/01/2034

$119.974
Priced to the 9/01/2025
Par Call Date

HJ Sims History

PWM Abstract
Take advantage of our expertise, peerless
advice and dependable execution
to build, manage and protect your wealth.
IB CTA
Begin a conversation on capital financing.
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