Experience the value of thoughtful advice. We’ve been providing investment counsel to the Richmond community for over 20 years.
*Offered through SIMA Accounting Group, Inc., an affiliated company. Fees are negotiated in advance.
The primary determinant of returns is the mix of stocks, bonds, cash and other investments included in your portfolio.
We work hard to get this just right, balancing near-term risk with long-term opportunity.
Certain types of investments are better suited for taxable, tax-deferred or tax-free accounts.
Designing portfolios that maximize tax efficiency is our specialty.
Over time, your portfolio’s allocation will drift from its long-term targets, as certain parts outperform others.
Bringing the various components back toward their target weighting is a prudent way to manage risk.
Wall Street loves to trade for the sake of trading, generating needless taxes along the way.
But our strategy is focused on maximizing your after-tax returns. Because it’s not just about what you make, it’s what you keep.
We use the industry’s best software to bring your plan to life.
Using a powerful Monte Carlo engine, we can determine the strength of your plan and uncover hidden opportunities.
See the whole picture by linking all your financial accounts in once place.
All the data you need in an easy to navigate website.
During our first meeting we will discuss things like your goals, priorities and investing history.
From there we will email you a short questionnaire to complete.
Together we will look at your risk assessment and discuss investment recommendations.
Now that we have a plan it's time to complete some paperwork. We will walk you through all the necessary forms, many of which can be signed electronically.
Once we have all the new account paperwork it typically takes 7-10 business days for assets to transfer.
Then we will setup your own portal where you can view your customized portfolio online.
Now that your account is setup, we are here to answer any questions you may have. We are always making sure everything is running smoothly and checking in with you regularly.
We made it to the halfway point of 2023, and like the first quarter, the market has continued to rally. Year to date, the S&P is up almost 17%, the tech-heavy NASDAQ is up over 32%, and MSCI ACWI Ex USA (the world excluding the U.S.) is up almost 10%.…
The first quarter of 2023 is already behind us and what a change from our last note. Year to date the S&P is up 7.5%, the Nasdaq is up 17%, and MSCI EAFE is up 6.7%. Growth outpaced value as fear of missing out took over after 2022’s losses. Yet…
2023 is upon us and most investors are happy to bid 2022 adieu. It’s been a turbulent year, to say the least, with inflation, aggressive rate hikes, war, and significant losses across asset classes. Correlations between equities and fixed income turned positive, and investors felt the sting of losses in…
The third quarter of 2022 has brought little reprieve since our last writing. The S&P is down -23.9% YTD and the Nasdaq is down -32% YTD. Bonds haven’t fared much better with the Barclay’s Aggregate down -14.6% YTD. The Federal Reserve continues an aggressive pace of rate increases, yet inflation…
The second quarter of 2022 seems to have eclipsed the first in negative news. We entered into a technical bear market and have chalked up the worst first half for the S&P 500 since 1970. At the end of Q2, the S&P was down -16% YTD and NASDAQ was down…
The ever-increasing inflation and the subsequent economic tightening of the Federal Reserve in response dominated the first quarter of the 2022 market. Surprisingly, the COVID headlines we’ve seen for two years have begun to fade into the background. Unfortunately, that doesn’t mean COVID’s effects on the supply chain have eased:…
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
Financial planner. Wealth manager. Investment advisor.
Call us what you’d like. The success of our clients is ultimately what defines us.
Persons associated with SIMA Wealth Partners, LLC, may also be associated with SIMA Retirement Solutions, LLC. The two firms are affiliated through common control and ownership.
This website is a publication of SIMA Wealth Partners, LLC. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
Information presented is believed to be current. It should not be viewed as personalized investment or legal advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any of the strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Monte Carlo simulations produce wide ranges of outcomes based on the probability of their occurrence. The likelihood of various investment outcomes is purely hypothetical. Monte Carlo analyses are based upon assumptions that may not come to pass.