What If…You look at your entire wealth picture?
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.
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.
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.
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.
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.
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.