Our mission

The Simmons Partnership, LLC provides objective, proactive, personalized financial advice to a select number of families, small business owners, executives, and athletes.  We strive to bring the highest quality investment products and solutions to our clients.  We do this in an open architecture environment with no bias beyond what’s in our client’s best interest.  We consider investment management a craft that is honed over time and balances risk and reward.  Our reputation has been built on superior service absent of corporate pressures or agendas.  The ability to choose and design our own technology tools gives us a communication and service edge over our competition.  This edge allows us to effectively serve those investors that desire an experienced financial partner with the ability to save them vast amounts of time, energy, costs, and stress.

The cornerstone of our philosophy

To make our clients the most money, without undue risk, after taxes.  The "undue risk" part is what makes each client unique and where our tailored portfolio design starts.  The final touches are added as we guide clients through the formal Financial Planning Process.

Behavioral Finance

As human beings, we are naturally, “wired” to seek pleasure and avoid pain.  It’s very painful to watch investments decrease in value and therefore very understandable when people react emotionally.  However, this can lead individual investors to make very costly mistakes which professional investors actually use to their advantage.  As much as we care about people and their money, we act as that very important voice of reason and perspective during emotional times.  We believe that the phrase, “No one cares about your money more than you do” is absolutely true but very incorrectly suggests that this emotional attachment yields more careful and thus better decisions.  History shows that this is patently misleading and very likely destructive to wealth creation.