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×
About Us
Who We Are
Leadership
Career Opportunities
What We Do
Private Wealth Management
Our Services
Meet Our Wealth Management Team
Herbert J. Sims Capital Management
Highlighted Offerings
My Account
Investment Banking
Senior Living + Healthcare
Education Finance
Sims Mortgage Funding
Events
Meet Our Investment Banking Team
Institutional Sales & Services
Trading
Underwriting
Meet Our Team
Insights & Analysis
Market Insight & Commentary
Market Rates & Yields
Contact Us
What is Your Financial Vision?
Step
1
of
11
9%
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. Applying our holistic entirement® wealth management approach, with your input, we map your journey – providing streamlined, expert advice paired with custom investment products and advanced solutions that align with your vision. Start today by answering these few questions.
Age range:
25 - 30
30 - 35
35 - 40
40 - 45
45 - 50
50 - 55
55 - 65
65+
I'd rather not say
What is your annual household income?
$0-$250,000
$250,000 - $350,000
$350,000 – $450,000
$450,000 - $500,000
$500,000+
I'd rather not say
3. My base knowledge of investments and investment strategies is:
None
Little
Moderate
Extensive
My main concern when investing my money is:
Maintaining investment stability and not losing value
Investments are equally dividing between stability and growth
Generating growth
My money is currently invested in the following (select all that apply):
Individual Bonds
Exchange Traded Funds
Mutual Funds
Individual Equities
International Individual Equities
Alternative Investments
Assuming normal market conditions, over time I expect my investment to:
Keep pace with the stock market
Slightly trail the stock market, but make a good profit
Trail the stock market, but make a moderate profit
Have stability, but make modest profits
Have a high degree of stability, but make small profits
Please select the statement that best describes your attitude about the next three years’ performance of your investment:
I do not mind if I lose money
I can tolerate a loss
I can tolerate a small loss
I would have a hard time tolerating any losses
I need to see at least a little return
Please select the statement that best describes your attitude about the next three months’ performance of this investment:
One calendar quarter means nothing
I would not worry about losses in that time frame
If I suffered a loss of greater than 10%, I would be concerned
I can only tolerate small short-term losses
I would have a hard time experiencing any losses
I plan to begin withdrawing funds from my investments:
Never: These are multi-generational assets and I do not plan on taking distributions from this account
Not for at least 20 years
Within 10 to 20 Years
Within 5 to 10 years
Not now, but within 5 years
In the immediate future
Once I begin withdrawing funds, I anticipate needing income (interest and dividends) and/or principal to meet day-to-day living expenses:
Not for at least 20 years
Within 10 to 20 Years
Within 5 to 10 years
Not now, but within 5 years
In the immediate future
Thank you for taking the time to evaluate your portfolio’s strengths and weaknesses. One of our Private Wealth Management financial professionals will set up a time to discuss your investment strategies at your convenience.
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Our wealth management professionals leverage their extensive experience to tailor your investment portfolio to your needs.
Meet our team
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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