A complete list of active advisors currently associated with Simaan Investment Management, L.L.C.

Warmer can help you find a great advisor at Simaan Investment Management, L.L.C. or one who fits your needs even better.

Simaan Investment Management, L.L.C. provides discretionary portfolio management to individuals (including high‑net‑worth clients), corporations, and other investment advisers. Its services include a long‑term equity strategy, a retirement strategy that combines fixed‑income, equities and protective options, a short‑term equity options strategy, and third‑party management arrangements; certain offerings are limited to accredited or qualified investors. The firm’s approach blends a value‑oriented, margin‑of‑safety equity philosophy with tactical use of covered and listed options to generate income and hedge downside risk in retirement accounts. For its options-focused strategy the adviser trades exchange‑listed options in separately managed accounts, commonly invests its own capital alongside clients, and states it does not use margin when trading those options. Compared with peers, the firm is notable for running derivatives‑based strategies inside separately managed accounts and for employing performance‑based compensation on some services—both features that are uncommon among independent advisers. The adviser also emphasizes policies to address mixed fee arrangements and selects custodians for execution capability and digital servicing, and the firm’s principal holds the CFA designation.

To learn more about the advisors currently working at Simaan Investment Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.