Our Mission & Values
"Our goal is to improve the financial well-being of others locally, regionally, and globally. Our success is measured by how well we enhance our clients' lives."
Our Investment Philosophy
As a team comprised of independent adviser representatives we have spent years honing our skills and seeking out the finest resources to develop the solutions that best match our clients’ unique personalities and objectives. Our primary expertise lies in portfolio design and management. At Simmons Capital Group, we understand that the decisions leading up to retirement are critical, and we believe that the implementation of investment risk management strategies is the key to sustaining a comfortable lifestyle in retirement.
Our investment methodology focuses on strategic asset allocation with special attention given to minimizing risk and seeking to provide consistent, competitive returns. We strongly believe that a portfolio diversified across non-correlated asset classes will likely fare better during periods of economic turmoil, helping our clients attain their financial goals and objectives.
Utilizing advanced investment strategies, proven tax planning techniques, and industry-tested technologies, we seek to deliver exceptional service to clients of all ages and income levels.