Investment Management
SimplifyAbout
About This Business
Simplify Asset Management was founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes clients are looking for.
Exchange Traded Funds
Business Details
- Local BBB:
- BBB Serving Metropolitan New York
- BBB File Opened:
- 7/7/2022
- Business Started:
- 3/27/2020
- Business Incorporated:
- 3/27/2020
- Type of Entity:
- Corporation
- Alternate Names:
- Simplify Asset Management
- Business Management:
- Mr. Brian Kelleher, Chief Revenue Officer
- Ms. Fiona Ho, Chief Operating Officer
Additional Contact Information
- Principal Contacts
- Mr. Brian Kelleher, Chief Revenue Officer
- Ms. Fiona Ho, Chief Operating Officer
- Customer Contacts
- Mr. Brian Kelleher, Chief Revenue Officer
Additional Information
- Business Categories
- Investment Management, Investment Security, Asset Management
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