SIMA RETIREMENT SOLUTIONS, LLC

Overview

Sima Retirement Solutions, LLC is a limited liability company that registers with the SEC as an investment adviser and centers its advisory activity on pension consulting services. The firm is set up as a fee-for-service adviser—its stated fee structure is hourly charges and other non-assets-under-management fees—so its business model is advisory and consulting rather than acting as a traditional discretionary asset manager or capital allocator. Sima Retirement Solutions identifies as an active ESG investor, which suggests the firm integrates environmental, social and governance factors into its pension consulting work, manager selection and plan-level recommendations. The firm lists affiliations with other investment advisers, an accounting practice and an insurance company, and operates as a related adviser to other entities. Typical consulting work for a pension-focused adviser of this type would include plan design and benchmarking, fiduciary governance and education, search and selection of investment managers, and assistance on compliance and reporting. Because Sima Retirement Solutions is not a multi-state adviser, its regulatory footprint and client servicing appear concentrated.

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Location & Offices