MoneyShow
Thank you for visiting HJ Sims.
We are eager to share our entirement® solutions
Test Your Stress:
How in the World Is Your Portfolio?
HJ Sims assesses your portfolio risks against a variety of economic, political and market scenario outcomes, and a range of possible events. Apply a quantitative approach to economic and market scenarios that help to inform investment and financial decisions.
Test your portfolio against dozens of what-if scenarios.
entirement® Solutions
Why invest in just stocks or mutual funds when your portfolio holds so much more potential? We offer in-house holistic wealth management, examining equities, individual high-yield instruments, alternative investment strategies, portfolio management and more – helping you leverage the potential within the market, adjusting your portfolio to meet current conditions and better protect your assets.
Our wealth management professionals use their extensive experience to tailor your investment portfolio to your needs.
Connect with an HJ Sims’ Financial Advisor. We look forward to speaking with you.
HJ
Sims is a SEC registered Broker-Dealer, a member of FINRA, SPIC and is
affiliated and under common ownership and control with a state registered
investment advisor: Herbert J. Sims Capital Management, Inc. (HJSCM). Some HJ Sims
financial professionals are dually registered as investment advisors with HJSCM
and may therefore provide advice on HJSCM managed accounts. This material has
been prepared and is distributed solely for informational purposes and is not a
solicitation or an offer to buy or sell any security or instrument or to
participate in any trading or investment strategy. September 2020.
HJ
Sims is a SEC registered Broker-Dealer, a member of FINRA, SPIC and is
affiliated and under common ownership and control with a state registered
investment advisor: Herbert J. Sims Capital Management, Inc. (HJSCM). Some HJ Sims
financial professionals are dually registered as investment advisors with HJSCM
and may therefore provide advice on HJSCM managed accounts. This material has
been prepared and is distributed solely for informational purposes and is not a
solicitation or an offer to buy or sell any security or instrument or to
participate in any trading or investment strategy. September 2020.
The Ways We Work With You
You’ll have access to a range of investment vehicles, including:
- Tax-exempt and taxable bonds, both high-yield and investment grade
- Individual stocks
- Alternative investments, including exchange traded funds (ETFs), structured products, unit investment trusts (UITs), real estate investment trusts (REITs), commodity funds
- Mutual funds from leading providers
- Annuities and insurance
- Money market funds
- Certificates of deposit (CDs)
Whether you’re an individual or a business owner, we help you find the retirement accounts vehicles that work best for fit you.
- Individual Retirement Accounts
- Brokerage IRA
- Mutual Fund-only IRA
- Employer Sponsored Qualified Plans
- Individual 401(k)
- Self-directed brokerage
We’ll help you access tax-advantaged programs that enable you to save for education or health care expenses, including:
- Education Savings Accounts
- 529 plans
- Health saving plans
We believe that our clients have an advantage when they invest in individual bonds rather than large bond funds. As our client, you’ll not only have access to the entire universe of income-generating offerings, you’ll take advantage of issues that have been uniquely crafted by our experts. Large institutions often wait in line for these same bonds—but ; as our client, you come first.