Financial Advisors

Assets Under Management

Note: All figures are as of December 31, 2024, unless otherwise indicated.

$418 M

City Bridge

Financial Advisors

At SIMMONS, we partner with financial advisors, wealth managers, and registered investment advisors (RIAs) to provide exclusive access to institutional-grade alternative investments. Our expertise spans real estate, private equity, private credit, digital assets, infrastructure, insurance-linked securities, and strategic partnerships, helping advisors deliver diversified, high-yield solutions to their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Diversified Alternative Investments for Institutional Capital

City Bridge Perspective

Exclusive Alternative Investments

Access to private market opportunities that go beyond traditional stocks and bonds.

Alternative assets provide non-correlated return streams, helping clients protect wealth across market cycles.

Tax-Efficient Wealth Strategies

Our investment structures leverage 1031 exchanges, opportunity zones, and tax-advantaged vehicles to maximize client after-tax returns.

Transparent, Advisor-Friendly Partnership

Our fee structures, reporting systems, and co-investment opportunities ensure full alignment with advisors and their clients.

 
 

We want to be an authoritative resource for information and insight, making SIMMONS and alternatives more accessible to a wider audience of investors.”

 

Mathew G. Simmons

Chairman, CEO & Founder