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SIMPLYSMART ASSET MANAGEMENT
SimplySmart Asset Management constructs and manages diversified yield and income portfolios for informed but time-challenged individual investors.
Overview
SimplySmart Asset Management constructs and manages diversified yield and income portfolios for informed but time-challenged individual investors. The firm focuses on generating yield and income from non-correlated investments, reducing overall portfolio risk through diversification, preserving capital, and minimizing current taxes, at an annual cost of less than 1 percentage point of assets. It is an independent investment advisor registered in California that does not sell financial products; revenues come only from asset management fees.
General information
Firm type
Asset Manager
Location
City
San Francisco
Principals
Sylvia S. Kwan
Ph.D., CFA — co-founder; Investments and Administration
William P. Deegan — co-founder; Technology and Security
Frequently asked questions
Does SIMPLYSMART ASSET MANAGEMENT have any known portfolio companies?
Zero. The firm has not disclosed direct investments, fund commitments, or co-investment activity through press releases, regulatory filings, or portfolio-company announcements. No startup lists the firm as an investor in public databases.
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