What We Do

Simmons Investment Advisors provide personalized and objective financial advice to individuals and families. Our team develops customized portfolios based on clients’ goals, needs and risk tolerances for a comprehensive, individualized approach. 

Our advice is tailored to each client. We understand that one size does not fit all—tailor-made strategies may not be quick or easy to create, but we feel our approach is crucial to helping clients reach their long-term objectives and life-long dreams.

Our robust knowledge, combined 50 years of experience and dedication to client service position us to properly guide our clients along the path to achieving what matters most to them.

At Simmons Investment Advisors, we have a fiduciary relationship with each client. ; our goal is to simply provide top-tier investment choices and offer sophisticated, objective financial solutions for our clients.
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Our Fiduciary Duty

A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. 

With the support of HighTower’s open, transparent platform, access to quality investment solutions and a business philosophy rooted in values of integrity and honesty, our model enables our clients to benefit from competitive pricing, as well as advance their goals with a diverse selection of sophisticated products and services. 

At Simmons Investment Advisors, your interests and dreams are our priority.
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The Simmons Investment Advisors Difference

Research Focused | Customized Portfolios | Individual Approach

At Simmons Investment Advisors, we create individualized portfolios and investment strategies to help meet our clients’ needs, plan for the future and enhance their wealth. Our clients trust us to provide a holistic view of their financial lives, supported by wealth management knowledge and a commitment to personalized service.

Our approach is determined by your objectives and values, not by a pre-determined model.  We specialize in individual stock and bond selection, and use mutual funds and exchange traded funds where appropriate.

Powered by HighTower’s proprietary technology and comprehensive investment platform, we leverage access to a variety of quality Wall Street resources, products and solutions to meet the ever-evolving needs of sophisticated investors.
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