Simons Financial Network

Overview

Simons Financial Network is structured as a limited liability company operating as an independent registered investment adviser and capital allocator focused on a small, privately managed client base of individuals, families and some institutional relationships. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses, with additional services that include pension consulting and educational seminars. Because the firm is also active as a registered representative of a broker-dealer and as an insurance broker, its advisory platform blends traditional investment management with the ability to place insurance and annuity solutions. Investment behavior is tilted toward liquid public funds—mutual funds and similar pooled vehicles are the dominant sleeve—while the firm also sources third‑party alternative managers for real assets and energy-related exposures. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and other fee structures depending on client needs.

Assets & Accounts

Investments & Alternatives

Location & Offices