Client Services

ADMINISTRATION

SIMI provides a wide range of reports tracking account history and performance. Clients are encouraged to contact us at any time for additional account information or for other service requests. We pride ourselves on our responsiveness to client needs. Our staff also works closely with clients' accountants and/or attorneys to insure that all appropriate account information is made available to these professionals on a timely basis, and that their valuable input regarding our clients' situation is considered. 

CUSTODY OF ACCOUNTS

SIMI recommends an appropriate bank or other custodian be chosen to hold client assets. We do not take possession of client cash or securities. Through our advisory agreement, SIMI is granted the right to conduct security trades on a discretionary basis in managed account(s). If the client has no present relationship with a particular custodian which they seek to maintain, SIMI will recommend a qualified, independent custodian based upon criteria such as cost, responsiveness and quality of reporting.