A wealth management, investment banking, and institutional services firm helping individual investors, organizations, municipalities and institutions realize their potential since 1935. From building wealth to building communities, we help clients navigate an uncertain world.
What We Stand For
Integrity. Service. Compassion. Collaboration. At HJ Sims, these are more than nice-sounding words. They are sacred promises to our clients. They are the values we embody. As a family-founded business, we are inspired daily by the example of our founder and visionary namesake, Herbert J. Sims, who launched the company in the darkest days of the Great Depression. Back in 1935, he opened a one-room investment office with money loaned from an influential venture capitalist: his mother. With few assets other than his good name and commitment to excellence, he quietly built a financial powerhouse that became the envy of Wall Street.
Today, we remain true to these values. They remain our competitive edge, the qualities that set us apart in an increasingly crowded financial marketplace. The name on our door is a continuing reminder of where we came from — and where we are going.
Building a Better Tomorrow
Our mission remains the same as it was in 1935: to listen carefully, deliver tailored advice, and treat our clients and employees like family.
Guided by integrity since our founding, HJ Sims is driven by loyalty and teamwork to provide our clients with valuable guidance and creative financial solutions that enrich their lives, their organizations, and the communities they serve.Through our execution of innovative financings, and income-generating investment and trading strategies, we position our employees and clients for growth and greater success.
Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.
Guided by integrity since our founding, HJ Sims is driven by loyalty and teamwork to provide our clients with valuable guidance and creative financial solutions that enrich their lives, their organizations, and the communities they serve.
Through our execution of innovative financings, selected investments, and trading strategies, we endeavor to position our employees and clients for potential growth and greater success.
We draw on our in-depth knowledge of credit markets to cultivate innovative financing solutions
Our goal is to try to help investors strengthen their portfolios with creative asset allocation strategies
We focus on the communication with, education of, and performance on behalf of our clients
We invest in technology that advances our innovative financial solutions
We provide employees with the knowledge and tools necessary to accomplish their objectives
We foster an inclusive workplace where teamwork and cooperation are treasured
Our uniquely talented team will reinforce and expand upon our rich legacy. That starts with listening — to your goals and dreams, your hopes and fears. It means working with you one-on-one to meet unexpected challenges and seize opportunities. It means partnering with you to develop creative ideas and innovative strategies. It means continually improving processes and leveraging the latest technologies to serve you better and smarter.
HJ Sims History
Senior Living COVID-19 Sentiment Survey