Sima Retirement Solutions, LLC

Overview

Sima Retirement Solutions, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies itself as a pension consulting provider and lists pension consulting services among its advisory activities. It also reports being an active ESG investor and indicates relationships with other industry entities, including another investment adviser, an accounting firm, and an insurance company, suggesting a networked advisory model rather than being a standalone capital allocator. The firm’s fee model includes hourly charges (and other unspecified fee arrangements), which aligns with consulting-oriented engagement types rather than traditional AUM-based advisory relationships. Sima Retirement Solutions is marked as a related adviser to other entities, and it is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices