Hunter
Sims
Clearwater Capital Partners
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About this Advisor
Hunter Sims is a financial advisor based in Hoffman Estates, Illinois, working with Clearwater Capital Partners. Hunter has previously held positions at the University Of Cambridge Cambridge Centre For Alternative Finance, University Of Cambridge, Urwego Bank (Hope International), PNC Bank, First Merchants Bank, and Taylor University. Hunter has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Hunter is part of Clearwater Capital Partners, which operates out of Hoffman Estates, Illinois. The firm has 18 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Clearwater Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearwater Capital Partners Brokerage Details
$1,232,116,038
18
2,482
$496,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Hunter Sims Work History
University Of Cambridge Cambridge Centre For Alternative Finance
University Of Cambridge
Urwego Bank (Hope International)
Pnc Bank
First Merchants Bank
Taylor University
Disclosures
Please visit the SEC profile of Hunter Sims to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearwater Capital Partners
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
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