jmmorgan@simarian.com
704-906-0463
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Simarian
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Independent
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Agile
Investing
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Located in
Charlotte, NC
The financial capitol of the south.

The Simarian Difference

What gives Simarian's clients the edge?

Client Focused

Experienced

Disciplined Process

Client Focused

We believe that more focused boutique asset management firms provide a better overall client experience. We take great pleasure and pride in knowing our clients and developing a full understanding of their needs. Our only business is asset management. We do not have additional businesses that compete for our time or cause additional conflicts.

Experienced

Our success is driven by an experienced professional. Jon Michael Morgan holds the Chartered Financial Analyst (CFA) designation and has over 20 years of experience in the investment management industry.

Disciplined Process

All of our investment products are managed with a disciplined and consistent investment process. We strive to outperform our benchmark by building concentrated portfolios of high-quality securities that trade at meaningful discount to their intrinsic value.

Our Portfolios

Simarian Opportunities

This is a concentrated portfolio of our best ideas. This portfolio seeks high returns annually, owning companies experiencing dynamic change...
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Simarian Blue Chip Select

Our portfolio of select large and mega-cap stocks, typically household names, foreign and domestic. Typically 15-20 stocks with most paying...
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Simarian Focus Income

This portfolio is geared for income-seeking investors. Focus Income combines the higher-yielding stocks within the Blue Chip Select portfolio with...
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Simarian Large-Cap Growth

For those seeking higher than average growth within the large cap space.  These companies are mostly recognizable by name.  These portfolio stocks...
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Simarian’s model portfolios can be tailored to suit all types of investors, aggressive or conservative. A typical client account will hold varying proportions of each model, resulting in an optimal portfolio based on each client’s investment objectives and risk tolerances.