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:
SIMA is headquartered in Richmond, VA and serves clients throughout the country
SIMA features a boutique wealth management firm in addition to SIMA Financial Group, SIMA Accounting Group, SIMA Benefits Consulting Group, and SIMA Payroll Services.
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.