HJ Sims’ cover photo
HJ Sims

HJ Sims

Financial Services

Fairfield, CT 6,102 followers

HJ Sims: wealth management, investment banking & institutional services, underwriting, trading, & market commentary.

About us

Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services. Our team of experienced professionals continuously deliver innovative financings and a spectrum of wealth management strategies and fixed-income opportunities, including municipal and corporate bonds, to position clients for growth and greater success. We believe the road to increased wealth is steady income, compounded interest and solid returns. We manage your wealth to finance your goals and lifestyle. In the financial markets, the only constant is change. That’s why we’re committed to creating the customized financing structures that work best for you. Our clients see us as collaborative long-term partners who provide unique tax-exempt and taxable opportunities, exceptional service and liquidity support.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Fairfield, CT
Type
Privately Held
Founded
1935
Specialties
Fixed Income, Investment Banking, Tax-Exempt Bonds, Taxable Bonds, Wealth Management, Retirement Planning, Asset Management, Brokerage, Stocks, Equities, Financial Planning, and Capital Solutions

Locations

Employees at HJ Sims

Updates

  • Check out the latest #MarketCommentary: No More Shady Pines | When some of us think about retirement communities, we picture residents in their mid-80s, retired for 20 or more years, forced to go there by their adult children after a fall or a clear inability to maintain their three-bedroom house in the suburbs. Given the strong real estate market, they are presumably pressed to sell the place they have called home for four decades, where they raised their families, celebrated every holiday, hosted untold numbers of guests, and planned to spend their remaining days. We imagine they all go kicking and screaming, not unlike Sophia Petrillo when her Golden Girl Dorothy places her at “Shady Pines”. Read more here. https://lnkd.in/eeBUCMD7

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  • HJ Sims is proud to be the cocktail party sponsor at the LeadingAge New York Retirement Communities Summit on October 15 and 16 at Shaker Pointe at Carondelet in Watervliet, NY. We’re honored to support this important event that brings together senior living leaders and professionals across New York to exchange ideas, strengthen connections, and advance the mission of serving older adults.

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  • HJ Sims is proud to sponsor the LeadingAge PA 2025 Fall Finance Conference! We’re looking forward to connecting with industry peers and sharing insights on the evolving financial landscape in senior living. Join Jim Bodine and David Saustad of HJ Sims for their session, “Shifting Landscape: Senior Living & Financing Update,” for a discussion of the latest trends, challenges, and opportunities shaping the sector. We’re honored to support LeadingAge and its mission to advance quality aging services throughout Pennsylvania. #SeniorLiving #HJSims

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  • Check out the latest #MarketCommentary: Standing By | With disapproving eyes on the nation’s capital as we go into the second week of shutdowns, Main Streeters wonder if one day — someday — our elected officials in Washington will ever be able to work together in good faith to fix our real problems. Wall Street, in the meantime, is mostly shrugging off the dramatic goings-on 250 miles to the south. A government shutdown, accompanied by bitter accusatory words and stubborn lines in the sand, is a fairly common occurrence now, one that can be seen coming months in advance like the next debt limit standoff. The only question is how long it will last.

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  • HJ Sims is excited to attend the 2025 Florida Charter School Conference and School Choice Summit! Richard Harmon and Robert Nickell look forward to connecting with school leaders, educators, and partners dedicated to expanding high-quality education options for students across Florida. As a proud supporter of the charter school movement, HJ Sims remains committed to helping schools achieve their facility and financing goals and empowering them to grow, innovate, and serve their communities. #FloridaCharterSchools #EducationFinance #HJSims 

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  • Congratulations to Bill Sims! HJ Sims is proud to share that Bill Sims will be honored with the 2025 LeadingAge Connecticut Trustee of the Year Award at this year’s LeadingAge Connecticut Annual Meeting. This prestigious award recognizes a member organization trustee who has demonstrated exceptional leadership, excellence in governance, and a deep commitment to advancing the not-for-profit mission in aging services. Please join us in congratulating Bill Sims on this well-deserved recognition for his dedication and service to the field. #HJSims #ExcellenceInGovernance #CommunityLeadership

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  • Thank you to everyone who joined our session at the 2025 RCRI National Conference! We were thrilled to see more than 100 attendees at “Replanning for Long Term Care: Revisiting Discernment on Ministries, Facilities, and Members.” Your engagement and thoughtful questions made for a meaningful discussion about how religious institutes can strategically and compassionately plan for the future of long-term care. We’re grateful to RCRI for the opportunity. Lynn Daly #SeniorLiving #HJSims #CatholicFinance, #CatholicSponsoredMinistries

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  • Check out the latest #MarketCommentary: Showdown Shutdown | Fiscal Year 2025 funding for the federal government expired just before midnight on September 30 and, at this writing, it is unclear how long our sovereign shutdown will last. We foresee a compromise fairly soon, with one or two short-term spending measures through at least December, but, so far, the Senate has been unable to muster the 60 votes needed to keep appropriations bills moving. Next year, with its mid-term elections, will be even more challenging. Read more here. https://lnkd.in/eDY_bYET

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Funding

HJ Sims 1 total round

Last Round

Series unknown

US$ 5.4M

See more info on crunchbase