Investment Management

SIMA Wealth Partners > Our Services > Investment Management
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Investment Management

SIMA Wealth Partners Investment Management include, Asset Allocation Development, Risk Tolerance Evaluation, Investment Policy Statement Development, Investment and Research Evaluation/Selection, State-of-the-Art Reporting, Online Account Access and Year-End Tax Analysis.

 

Investment management fees are billed on a quarterly basis in advance based on the market value of assets according to the following schedule to the right:

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SIMA is headquartered in Richmond, VA and serves clients throughout the country

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SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.

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As your financial quarterback, we bring together investment, business, financial planning, legal, and tax specialists to address your needs, answer your questions, and help guide your decision making.

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