Simaris Financial

Overview

Simaris Financial is a small, owner-operated independent registered investment adviser that focuses on fee-based wealth management for individuals, families and smaller institutions. The firm emphasizes discretionary portfolio management paired with financial planning; its stated advisory services include planning, portfolios for individuals and small businesses, management for businesses or institutions, and pension consulting. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment positioning tilts toward public equities as the primary allocation, with exchange-traded equities representing the largest slice of client assets. The firm does not present itself as an active ESG investor and is not structured as a capital allocator. Custody and trading are routed through Charles Schwab & Co., indicating reliance on a major retail custodian for execution and safekeeping.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices