Our Why
Helping you Lead a Life of Greater Financial Security and Personal Success
Investments
Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Retirement Planning
Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.
AWMA®, CRPC®, CES
Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA...
Investment Advisor Representative
Hello, I’m Anurag Sahay, Investment Advisor Representative at Sims Investment Management LLC. I recently completed my MS in Finance from the...
Cincinnati OH Area Solicitor President of Integrated Financial Strategies
Hi, I'm Jerry Allen Taylor. I'm a fourth-generation Cincinnatian who grew up in Westwood and I graduated from the School for Creative and...
Executive Administrative Assistant
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about a year and a half...
Latest Blog Posts
Media Oxymoron
Submitted by Sims Investment Management, LLC on June 25th, 2020I'm starting to wonder if having an endless supply of outlets and talking heads is actually a bad thing. If you're somehow reading this in North Korea (great VPN by the way, hope you don't get caught), you're banging your head against your keyboard in frustration. You've got one talking head, and he'll take you head off if you don't agree!
