THE SIMMONS PARTNERSHIP, INC

Overview

The Simmons Partnership, Inc. is an independent registered investment adviser that has operated since its SEC registration in 2014. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, small-business and institutional account types. It also operates as an insurance broker, which informs its use of insurance products—most notably annuities—within client solutions. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees and fixed-fee arrangements. Investment activity is centered on publicly traded equities and exchange-traded products as the primary implementation vehicle, with a meaningful allocation to income and real asset strategies through annuities, mutual funds and third-party real estate/REIT managers. The Simmons Partnership does not self-identify as a capital allocator and relies on external managers for alternative real estate exposure. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices