Investment Management
Leverage our network of partnerships and Outside Managers to ensure efficient and consistent management of your investment accounts.
Simonet Financial group employs the use of Outside Managers to ensure efficient and consistent management of our clients’ accounts. When an Outside Manager is used, the fee schedule above includes the Outside Manager’s fee.
When an Outside Manager is used, the Outside Manager will debit the Client’s account for both the Outside Manager’s fee, and our firm’s advisory fee.
Simonet Financial may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing/legacy client relationship, account retention and pro bono activities.
Portfolio Value
0 – $5,000,000
Standard Fee
1.75%
Portfolio Value
0 – $5,000,000
Standard Fee
1.75%
Portfolio Value
0 – $5,000,000
Standard Fee
1.75%
Our Outside Managers
Astoria Portfolio Advisors (APA)
Astoria offers a comprehensive range of investment management strategies, research, and services for independent RIAs. Our research-driven ETF and equity portfolios are stress tested through various quantitative models to best understand portfolio risks.
Astoria’s research is macro and cross-asset with a strong emphasis on tailored content to each of our clients’ needs. With Astoria acting as sub-advisor to RIAs at their designated custodian, our clients are able to outsource all operational matters of portfolio management from trading and rebalancing to tax loss harvesting. Astoria uses quantitative risk modeling, with a dynamic overlay, to help determine when risk budgets should be expanded or minimized.
Sowell Management Services
Sowell Management is a fee-based investment adviser located in North Little Rock, Arkansas. Sowell Management provides investment portfolios for individuals, retirement plans, corporations, registered investment advisers and institutions.
Sowell Management also provides services such as portfolio management, trading, compliance consulting, marketing, outsource financial planning, and technology to certain IAR’s and unaffiliated registered investment advisors (“RIAs”).
Interested in our Investment Management services? Send us your information below, and we’ll follow up with you to schedule a consultation.