Simplify Investments

Overview

Simplify Investments is a small, equity-focused advisory that manages concentrated portfolios for high-net-worth individuals and small business owners. The firm’s mandate leans toward publicly traded securities, using exchange-traded equities as the primary building blocks of client portfolios. Investment activity centers on direct equity exposure — implemented through both separate managed account sleeves and exchange-traded vehicles — with a stated preference for equities over fixed income or cash-heavy allocations. The adviser operates under a percentage-of-AUM fee model and provides discretionary portfolio management for its individual and family clients. It does not position itself as an ESG or multi-state specialist, and its business activity is narrowly focused on portfolio construction and execution rather than broader institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices