What If

What If…You look at your entire wealth picture?

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Investment Income Expertise

With more than 85 years of expertise, we help you to reach your investment goals. Why just invest in bond 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.

Tools for entirement®

Assess your portfolio risks against a variety of economic, political and market scenarios. Apply a quantitative approach to help inform your investment and financial decisions.  

Test your portfolio against dozens of what-if scenarios. 

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How Do You Define Income?

We challenge the customary definition of ‘income.’  With dependable advice and efficient execution, we have redefined income as a leader in tax-exempt and taxable securities, private placements and other alternative investments. 

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

 

Connect with an HJ Sims’ Financial Professional. We look forward to speaking with you.

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This is not a solicitation to buy or an offer to sell, or a recommendation of any security or any other product or service offered by Herbert J. Sims & Co, Inc. (HJS) and its affiliate Herbert J. Sims Capital Management, Inc. (HJSCM). All investments involve risk, may result in a loss of principal and carry the possibility that a negative financial outcome may impact you. Non-rated securities may be subject to more risk than investment-grade securities and are generally less liquid and more volatile than investment-grade securities. Past performance is no guarantee of future results. There can be no assurance that returns achieved in prior investments will be similar to returns achievable in future investments, since the facts and circumstances of each investment are unique. Private placements are only available through HJS in brokerage accounts and to accredited investors. Managed account services are offered through HJSCM, a registered investment advisor and fully owned affiliate of Hebert J. Sims & Co, Inc. November 2020.

HJ
Sims is a SEC registered Broker-Dealer, a member of FINRA, SIPC and is
affiliated and under common ownership and control with a state registered
investment advisor: Herbert J. Sims Capital Management, Inc. (HJSCM). Some HJ Sims
financial professionals are dually registered as investment advisors with HJSCM
and may therefore provide advice on HJSCM managed accounts. This material has
been prepared and is distributed solely for informational purposes and is not a
solicitation or an offer to buy or sell any security or instrument or to
participate in any trading or investment strategy. September 2020.

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