Simple Portfolio Management, Inc.

Overview

Simple Portfolio Management, Inc. is a small, client-focused registered advisory firm that manages portfolios for individuals and families, with a client mix concentrated on high-net-worth households and small businesses. The firm is organized as a corporation and is owned by an individual proprietor. Its advisory work centers on discretionary portfolio management and investor education through seminars and workshops. Compensation is on a percentage-of-assets-under-management basis, which aligns the firm’s revenue model with client asset growth. Investment preferences tilt toward public equities and exchange-traded vehicles as the primary building blocks of client portfolios, with meaningful allocations to third-party alternative managers for diversification and return enhancement. The firm is not positioned as a multi-state adviser or a pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices