Simplysmart Asset Management

Overview

Simplysmart Asset Management is a small, sole-proprietorship RIA that provides discretionary portfolio management primarily for individuals and families and for small businesses. The firm runs a concentrated practice: a handful of high-balance clients and accounts, managed under a percentage-of-AUM fee model. Investment positioning emphasizes pooled public vehicles—mutual funds and public funds—with an active ESG tilt incorporated into fund selection. The adviser supplements public allocations with allocations to third‑party alternative managers (private equity and hedge funds) to broaden return sources and reduce correlation with liquid markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices