Investment Management
SimplifyFind BBB Accredited Businesses in Investment Management.
About
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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