A complete list of active advisors currently associated with Simba Investment Advisors
Warmer can help you find a great advisor at Simba Investment Advisors or one who fits your needs even better.
Simba Investment Advisors provides portfolio management to institutional investors, high‑net‑worth individuals, small businesses, foundations, and pension plans, and also offers basic financial planning conversations to establish goals and constraints. In addition to investment management, the firm discloses it can provide pension consulting and may advise on or sell insurance and real estate products as part of a client’s broader financial picture. The firm employs a buy‑and‑hold strategy informed by both fundamental and technical analysis, and constructs customized portfolios across a range of asset classes (including real estate securities) with written investment policy statements for each client. Services are delivered on a non‑discretionary basis, clients direct brokerage, and the firm reviews accounts at least annually and provides periodic reporting and tax‑related summaries. Noteworthy for an investment manager, the adviser is licensed to sell insurance and real estate and explicitly discloses that those commissionable activities may create conflicts of interest, and it also offers pension consulting services — features that are uncommon among peers. The firm is newly registered with no assets under management to date, does not take custody of client assets, and the adviser performs account reviews and client communications personally.
To learn more about the advisors currently working at Simba Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 13
|
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