SIMPLIFI, INC.

Overview

Simplifi, Inc. is an independent registered investment adviser focused on serving individual and family clients, plus small-business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered under a blend of fee models (percentage of AUM supplemented by hourly and fixed-fee engagements). Investment posture is predominantly fund-based: portfolios rely heavily on ETFs and mutual funds for core exposures and use broad-market bond and equity funds as building blocks. Simplifi does not position itself as a capital allocator to private managers and is not listed as an active ESG investor. Strategy execution appears model-driven rather than concentrated stock selection. The firm’s public-funds emphasis and substantial fixed-income exposure indicate a priority on diversified, lower-turnover allocations appropriate for long-term wealth management and liability-matching needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices