Our Solutions

Whether you are building an investment portfolio or looking to take yours to the next level, we shape solutions to meet your needs.

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.

Changing the face of investing.
HJ Sims provides advanced strategies and custom solutions.

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. We work with you, while relying on our spirit for innovation and deep expertise to structure your portfolio, accordingly.

Sophisticated investments for the elite investor.
HJ Sims offers in-house holistic wealth management, examining equities, individual high-yield instruments.

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.

Exclusive Opportunities For Our Clients

What's Happening
Today?

See the latest market snapshots.

Do you Know
Your Terms?

Check our investing glossary.

What is Your
Financial Vision?

Let us assess your portfolio.

Who's Building Your
Wealth?

Meet our investment pros.

What's Happening Today?

See the latest market snapshots.

Learn More

Do you Know Your Terms?

Check our investing glossary.

Learn More

Ready for a Deep Dive?

Let us assess your portfolio.

Learn More

Who's Building Wealth?

Meet our investment pros.

Learn More

The Ways We Work With You

Our wealth management professionals leverage their extensive experience to tailor your investment portfolio to your needs.