Introducing HJ Sims Co-advisory Services for your Managed Accounts with HJSCM. HJS is affiliated with an investment advisor: Herbert J. Sims Capital Management, Inc. (“HJSCM”) and some of HJ Sims’ financial professionals are also investment advisors with HJSCM and may therefore provide advice on HJSCM managed accounts and advisory services.
Access restricted to HJS Capital Management customers.
Step 1: Register
Begin by telling us a little about yourself.
Our introductory process is limited in the information we ask. It is designed to get us to a point where we can help you evaluate how your portfolio would perform under certain conditions, and to create a dialogue to help you evaluate a working relationship with us. During the client on-boarding process, your Advisor will conduct a more thorough analysis.
Step 2: Link Your Accounts
Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.
Step 3: View Your Accounts
See how your accounts are performing and what their portfolio balances are at any given time.
