Investment Philosophy

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.

Simplify is Hyper-Focused on the Toughest Portfolio Challenges

Hyper-Focused on the Toughest Portfolio Challenges

Today's market environment presents a unique set of challenges to building robust portfolios. On top of that, advisors have a wide range of client preferences and needs that portfolios must address. At Simplify we focus on identifying the most critical portfolios challenges today, both market-based and client-based, and how to directly address them by intelligently deploying options.
 

Simplifying the Complex

Simplifying the Complex

The non-linear behavior of options allows us to extend common betas like equities and duration into much more nuanced market exposures. But options can get complex quickly. By scientifically approaching how options can help modify common betas, and simplifying these solutions for easy adoption by advisors, we provide innovative yet simple solutions that can help advisors build better portfolios.

 
Simplify is Built for Advisors

Built for Advisors

Our pioneering solutions address the complex challenges advisors face when building portfolios, and are fully aligned with the complete needs of advisors and their clients by being simple, cost-effective, and transparent. And our Advisor Hub's content and tools was built to help advisors refine their use of our products and their own asset allocation process.