Who We Are

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.

HJ Sims, experts in high-yield, tax-free investments and financial services.

Building a Better Tomorrow

Our Mission

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.

HJ Sims History

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Learn more about what makes HJ Sims such a unique and dynamic organization
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Financing the Perception of Safety, White Paper on the
Senior Living COVID-19 Sentiment Survey