Whether you are building an investment portfolio or looking to take yours to the next level, we shape solutions to meet your needs.
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.
Changing the Face of Investing
“Work hard, do your homework, talk straight and produce results.” Our founder lived by these words. HJ Sims has fostered a culture of original thinking and a willingness to challenge the status quo. As one of America’s most tenured financial services firms, we remain true to our founding principles and a long tradition of loyalty, teamwork, integrity and expertise.
Advanced Strategies and Custom Solutions
We evaluate your individual situation and aspirations to help position you to enjoy your desired lifestyle. We also recognize that retirement is neither traditional, nor is it dictated by a calendar or specific age – it’s a mindset, a second-act and an opportunity for a new journey. Whether your investment goal is to save for milestones or retirement, our wealth experts work tirelessly to construct a portfolio that helps to enrich your life and the lives of your family members for years to come.
Sophisticated Investments for the Elite Investor
With HJ Sims, not only do you have access to an entire universe of income-generating offerings, you are exclusively invited to invest in specialty municipal issues that have been underwritten by our investment banking team and uniquely crafted by our experts. Private Placement investments, frequently higher risk and higher-yielding, offer a sophisticated product class for the qualified investor. Note that Private Placements are illiquid and speculative investments; complete loss of principal may occur and there is no guarantee of liquidity. We work with you, while relying on our spirit for innovation and deep expertise to structure your portfolio, accordingly.
Exclusive Opportunities For Our Clients
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What is Your
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Who's Building Your
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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.