The Core of Simplicity Wealth

Simplicity Wealth offers managed portfolios and specialty solutions for distinctive investment planning needs. Simplicity Wealth’s team of credentialed analysts and planners oversee the research, trading, rebalancing, and plan development functions of an investment business so that the financial representative may have the opportunity to focus on advising and building client relationships.

Managed Portfolio Series

Simplicity Wealth offers a series of diversified, institutional-quality portfolios that are structured towards select investment goals and preferences. Each portfolio is designed to …

  • Deliver optimal total return through an actively managed, unconstrained investment approach.

  • Remain extensively diversified across traditional and specialized investment types.

  • Form the foundation of each investor’s portfolio by seeking maximum returns based on the stated level of risk.

CORE ALLOCATION

Institutional-quality, diversified allocations structured to reflect a range of various investment goals and preferences.

FOCUSED OBJECTIVE

A diverse range of strategies managed according to specific investment objectives and guidelines, each delivering targeted investment exposures.

DEFINED HORIZON

A collection of innovative, bond-ladder strategies seeking high income and predictable cash flow.

CLASSIC

Diversified allocations covering an array of risk and return levels while including traditional investment exposures familiar to most investors.

HEDGED

Specialty portfolios using various risk management techniques to deliver varying levels of return and tangible downside protection.

TAX-MANAGED

designed to provide varying degrees of tax benefits through sophisticated trading and rebalancing processes of tax-advantaged investments.

MULTI-MANAGER

A range of multi-disciplinary portfolios utilizing independent investment managers that undergo extensive due diligence and ongoing scrutiny.

High-Net-Worth Specialty Planning Solutions

Simplicity Wealth offers various specialty planning solutions for the distinctive needs of high-net-worth investors including:

401(K) PLAN SOLUTIONS

A turnkey, employer-sponsored retirement plan solution that may consist of low-cost investment choices, managed portfolio options, fiduciary coverage, and advanced plan design, such as cash balance plans.

1031 REAL ESTATE SOLUTIONS

Private real estate strategies providing diversification and attractive income as well as possiblee deferral of real-estate related capital gains.

DIRECT-HELD MUTUAL FUND

Managed mutual fund portfolios held directly at fund companies which provides ideal solutions for smaller accounts and SIMPLE IRA plans.

EMPLOYEE 401(K) ACCOUNT

Manage individual 401(k) participant accounts through some of the most common retirement plan platforms while the employees remain employed.

PRIVATE PLACEMENT SOLUTIONS

Limited partnership opportunities available to qualified investors that may offer attractive income, diversifying investment exposure, and potential  immediate tax deductions.

VARIABLE ANNUITY SOLUTIONS

Variable annuity platforms can provide added flexibility and tax benefits to an investor’s overall planning process.

Learn More About Simplicity Wealth

© 2019 Simplicity Wealth and Simplicity Group Holdings.