As part of the Private Client Group, you’ll have access to professional guidance and strategies that can help you achieve your goals. Are you saving for retirement or looking to generate additional income? A Smart Investment Management Account (SIMA) might be right for you.
Your dedicated Private Banking Officer will help you learn how your SIMA portfolio is designed to be part of a long-term investing plan that helps meet your needs today and tomorrow.
Your SIMA is invested in a portfolio of various securities, including mutual funds, exchange-traded funds and common stocks. Depending on where you are in your life, we can help you choose the portfolio with the right goals and risk/growth characteristics. You can adjust your portfolio at any time.