As co-founders of SimplySmart Asset Management, we share a vision of providing individual investors with smart, straightforward, and accountable global investment portfolios at low cost. We invest our personal portfolios in the SimplySmart strategy - just as we do for our clients. Sylvia leads all investment, operations, compliance, and administrative functions.
Previously, Sylvia served as Principal and Chief Investment Officer at Structural Wealth, and as VP of Portfolio Management at the recently IPOed Financial Engines, where she oversaw the management of $14B in assets spanning over 200,000 individual accounts. Sylvia's experience also includes portfolio management positions at Charles Schwab and The Boston Company.
Previously, Sylvia served as Principal and Chief Investment Officer at Structural Wealth, and as VP of Portfolio Management at the recently IPOed Financial Engines, where she oversaw the management of $14B in assets spanning over 200,000 individual accounts. Sylvia's experience also includes portfolio management positions at Charles Schwab and The Boston Company.
Services
Our clients share our investment philosophy and conviction that investing need not be complicated or expensive to be productive. A conservative investing approach emphasizing capital preservation over significant outperformance, one for which losing less when markets are down is preferred to being the grand prize winner when markets are up.
SimplySmart Asset Management is an independent investment advisor registered in the state of California. We are also able to accept and serve clients who reside in most other states. We do not sell financial products or receive compensation of any kind from any products or funds we recommend or purchase.
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