Simplysmart Asset Management

Overview

Simplysmart Asset Management is a small, independent registered investment adviser operating as a sole proprietorship that provides fee-based portfolio management to individual and family clients and small businesses. The firm charges a percentage of assets under management and reports being an active ESG investor, indicating environmental, social, or governance considerations factor into manager selection and portfolio construction. It is not organized as a capital allocator and is not identified as a multi-state or newly formed adviser. Advisory activity centers on discretionary portfolio management for individuals and small business owners rather than institutional consulting or a separate asset-gathering business line. The firm reports using third-party external managers for certain strategies (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices