Value of a Fee-Based Advisor
Submitted by Sims Investment Management, LLC on September 19th, 2019Does fee-based advising make sense? At the end of the day, I believe it boils down to philosophy.
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...
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, the newest member of Sims Investment Management. I graduated in May of 2018 from Northern Kentucky University with a BA...
Latest Blog Posts
Inventorying Your Possessions
Submitted by Sims Investment Management, LLC on September 12th, 2019Finding the Right Financial Advisor
Submitted by Sims Investment Management, LLC on September 5th, 2019If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo-advisors are also available to help you with your savings goals, they are best suited for those just starting out or for those with limited funds to invest.
