The following are a few examples of how clients engage SimplySmart investment services. These are strictly for illustration, and the names and financial details for any actual clients have been significantly modified to maintain confidentiality.

Peter and Caroline are both successful entrepreneurs in their early forties. Years of hard work culminated in a successful Initial Public Offering (IPO), providing them with the financial ability to quit their corporate jobs. They are still actively engaged in the venture capital community and enjoy investing in startup companies and sharing their expertise with other entrepreneurs. SimplySmart manages a portion of their portfolio designed to generate the income they need to support their lifestyles. Peter and Caroline invest the remaining amount in private and startup companies. Their total portfolio is a 'barbell'; at one end are very high risk with very high potential return private investments, and at the other end are conservative, yield and income generating assets.

Dale is 60, still working, but beginning to transition to an active retirement in which he plans to travel and work with a few non-profit companies. SimplySmart constructed a portfolio for Dale emphasizing capital preservation and yield, to help ensure his portfolio will support his lifestyle when he has fully transitioned to his Second Act. After the transition, SimplySmart will focus on income generation to support Dale's lifestyle and new adventures.

Laura is a young professional in her late 20's whose healthcare company recently had an Initial Public Offering (IPO). She had a significant number of stock options that she exercised and as a result, her portfolio is very concentrated in her company's stock. She believes her company will continue to do well, but wishes to balance that view with the need to diversify her portfolio. SimplySmart and Laura mutually establish a plan for diversifying her company stock position to a more prudent level. Her remaining portfolio is invested conservatively in income and yield generating investments, to balance out the riskiness of Laura's holding in her company stock.