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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.
SIMPLYSMART ASSET MANAGEMENT
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
Who runs investment decisions at SIMPLYSMART ASSET MANAGEMENT?
No named principals, CIO, or managing director are publicly associated with the firm. Standard searches of FINRA BrokerCheck, SEC EDGAR, and state business registrations yield no attributed individuals. Without a website or LinkedIn presence, the leadership structure remains unknown.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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