Transparent, Unconflicted
Investment Advice
Simplify Investments provides Portfolio Management and Wealth Management services for individuals, families, and small businesses — with no commissions, no hidden fees, and no conflicts of interest.
What Sets Us Apart
In a landscape of over 300,000 financial advisors, Simplify Investments stands in the top 1.6% — pure fiduciaries with a clean, transparent model.
Proven Track Record
Over 15 years of investing family funds before offering services to the market. Experience-backed, not theory-driven.
Skin in the Game
Every recommendation is one the advisor personally owns or will own simultaneously. No exceptions.
Zero Commissions
No income from trades, transactions, kickbacks, or financial product sales. Flat fee only, based on assets managed.
You Keep Custody
Funds stay with your chosen broker. No transfers required, no discretionary authority granted.
Pure Fiduciary
A legal obligation to act in your best interest at all times — part of the rare 1.6% of pure fiduciary advisors nationwide.
Philosophical Alignment
Client-advisor alignment is verified before onboarding. Long-term, value-oriented partnerships only.
“I do not recommend an investment option that I do not own — or will not own as soon as you own it. Skin in the game is non-negotiable.”
— Kartik Patel, Investment Advisor Representative & CCO
Our Approach
Fundamental analysis. Value-driven investing. 10–20 high-conviction recommendations at a time.
Portfolio Management
Focused selection of 10–20 high-conviction Stocks, ETFs, and Bonds based on rigorous fundamental analysis.
Wealth Management
Holistic guidance for individuals, families, and small businesses to grow and protect wealth over the long term.
Investment Evaluation
Complimentary review of your existing portfolio with actionable recommendations tailored to your objectives.
Get a Complimentary Portfolio Evaluation
Reach out for a no-obligation evaluation of your current investments. The agent will revert promptly.
Contact Simplify Investments