Client Characteristics
No two clients are the same, yet we have found that most clients at SIMC share some similar characteristics
Desire for Expertise
Knowing how to manage wealth in the real world is very different from what you read in a textbook or training manual. Let SIMC’s years of experience and behavioral coaching help you attain your goals as efficiently as possible.
Desire for Collaboration
Each client is unique and needs objective advice and a trusted second opinion. SIMC is a non-discretionary manager. We do not make investment changes often and involve clients in all decisions.
Desire for Convenience
We love the KISS principal and want our clients to feel they have a good grasp of their financial lives. We use the best technological tools we can find to help achieve these goals.
Desire for Continuity
At the end of the day, SIMC is very relationship oriented. We like people. Having multiple generations or touch-points is not a problem. In fact, to have your philanthropic and legacy desires carried on by successive generations, it is almost always best to involve others early.