SIMI takes special pride in the quality of its ongoing communication between the firm and its clients. The centerpiece of SIMI’s communication program is the Quarterly Client Letter. Every quarter SIMI writes an extensive letter to each client discussing current events in the financial markets and describing how those events have affected each client’s portfolio. Feel free to browse through the archive of our prior letters listed below, which are presented in a generic, i.e., non client-specific, form. Please note that our more current Quarterly Reports may be found on the Main Page of this website)

Our quarterly letters are supplemented with Interim Letters when market or world events unfold such that a fresh, updated commentary is deemed to be beneficial to our clients. We also use interim letters as an opportunity to introduce a new topic for consideration, such as our latest educational initiative with clients regarding the topic of Benchmarking. Other Interim letters are listed on our Main Page.