We believe that more focused boutique asset management firms provide a better overall client experience. We take great pleasure and pride in knowing our clients and developing a full understanding of their needs. Our only business is asset management. We do not have additional businesses that compete for our time or cause additional conflicts.
Our success is driven by an experienced professional. Jon Michael Morgan holds the Chartered Financial Analyst (CFA) designation and has over 20 years of experience in the investment management industry.
All of our investment products are managed with a disciplined and consistent investment process. We strive to outperform our benchmark by building concentrated portfolios of high-quality securities that trade at meaningful discount to their intrinsic value.
Simarian’s model portfolios can be tailored to suit all types of investors, aggressive or conservative. A typical client account will hold varying proportions of each model, resulting in an optimal portfolio based on each client’s investment objectives and risk tolerances.