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HJ Sims Capital Management
Financial Advisor

Roberto Santos

VICE PRESIDENT

Roberto has more than 12 years of experience in the financial services industry. What drives Roberto and what he loves most about his career is watching his clients’ happiness when they are achieving their financial goals.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Rsantos@hjsims.com

Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

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Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof. Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

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Onboard

Onboard Your Accounts Now

Step 1: Click here to register.

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

"We can work on your financial goals all in one environment"

Roberto Santos

Register Here

Roberto Santos

VICE PRESIDENT

Roberto has more than 12 years of experience in the financial services industry. What drives Roberto and what he loves most about his career is watching his clients’ happiness when they are achieving their financial goals.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Rsantos@hjsims.com

Register

Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof.

Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

Read More

Onboard

Onboard Your Accounts Now

"We can work on your financial goals all in one environment."

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

Step 1: Click here to register.

Roberto Santos

Register

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.

As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Whether you are an ultra-high-net-worth investor, getting started, or somewhere in between, we provide customized solutions that get you where you want to go.

About HJ Sims

My Team

Our veteran team of sales professionals, traders, underwriters and analysts combine deep industry expertise with a culture of collaboration to offer you exceptional client service. We leverage collective expertise and teamwork to find value for our institutional and RIA clients.

Reap the benefits of rich industry expertise with a client-centered culture. Speak with an HJ Sims professional today.

800-525-5022
EMAIL US

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.

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Wealth Weekly

  • Focused on the Wealth Management sector for individual investors, this newsletter features weekly in-depth market commentary and analysis about industry sector trends, current highlighted offerings, wealth management resources and other highlights.
  • By submitting this form, you are consenting to receive marketing emails from HJ Sims. You can unsubscribe from these communications at any time by using the unsubscribe link found at the bottom of every email.