Our Services

At Simmons Investment Advisors, we serve our clients as advisors, strategists, consultants and financial confidants. Our clients trust us with their financial lives, and their trust is the most valuable asset we manage.
We deliver quality investment advice and act with our clients’ interests and objectives at the forefront of all of our decisions.

Financial Planning

Our goal is to help you pave a path to financial security and success. We harness the power of Wall Street to give you access to a wide range of investment opportunities and options, and help you discern the optimal solutions for your needs and objectives.
We work with you to craft a highly-personalized financial plan with well-defined, long-term goals. From goal-development and asset allocation, to implementation and execution, Simmons Investment Advisors provides the thorough analysis necessary to craft a truly custom, comprehensive financial plan.
We provide ongoing monitoring and management of your financial plan and allocations, making sure you stay firmly on track and capitalize on opportunities to add value.

Investment Management

When it comes to managing your wealth and legacy, you deserve the undivided attention and investment knowledge of a firm that puts your interests first.
Our team is committed to providing you with personalized, fiduciary service while keeping our finger firmly on the pulse of the complex and evolving investment environment. Our team offers clients an unobstructed vantage point to shape, build and refine the right wealth management strategy for you and your family.

Estate Planning

In addition to our financial planning and wealth management services, we offer clients assistance and guidance throughout the estate and investment planning processes. We work closely with you and your trusted tax and legal advisors to implement the estate planning strategies that make sense for your particular situation. We work in collaboration with you and your family to develop a plan that communicates your wishes clearly, avoid common estate planning mistakes and minimizes taxes. Once your plan is in place, our team can help make sure future actions are consistent with your desires and help you assess when changes are required.

Business Retirement Solutions

From a SEP (Simplified Employee Pension Plan) to more complex defined contribution and defined benefit plans, a business has many different options to choose from when developing an employee retirement plan. Choosing the right plan for your business can be difficult, but our team is here to guide you through your options and help you make the best decision for your business’s needs.
As a plan sponsor, it is important that you understand the responsibilities you have to your plan’s participants. We support you in your role as a fiduciary to your business’s plan participants by educating you on the important aspects of plan design, investment policy, due diligence and ongoing communication.

Institutional Asset Management

We are frequently retained by financial institutions, such as bank trust companies and fee-only financial planners, to serve as investment managers in their client relationships. Our meticulous investment management process and rigorous reporting standards is evidenced by our adherence to GIPS compliance—allowing us to service this heavily regulated market.

Income Planning

Simmons Investment Advisors prepares clear and comprehensive income projections designed to answer many of the financial questions you may have in retirement. We develop individual, risk-adjusted strategies to provide income and growth in your portfolio. We constantly monitor the plans adjusting them for life’s unexpected changes.
Our consultative process and subsequent strategies help you address many critical issues and key areas of concern for those who are retired or preparing to retire:

• Will you outlive your money?
• Will you be able to maintain your lifestyle in retirement?
• Should you roll your 401(k) over, or leave it where it is?
• How should you structure your pension?
• What is the role of Social Security benefits?
• Does your investment strategy change now that you are retired?
• Do you need to review your beneficiaries and estate plan?

Learn More about Simmons Investment Advisors

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2 Monument Square
Suite 503
Portland , ME 04101

Office: (207) 228-7950
Fax: (207) 420-8512
Toll Free: (888) 207-2228

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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