4 Education Investment Accounts to Grow College Savings
Submitted by Sims Investment Management, LLC on August 6th, 2020Are you anxious about rising higher education costs?
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
Charitable Giving: How Your Gift Gives Back in Tax Deductions
Submitted by Sims Investment Management, LLC on July 30th, 2020There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations.
Tesla - The Market's Own Eddie Haskell
Submitted by Sims Investment Management, LLC on July 22nd, 2020Tesla - The Market's Own Eddie Haskell
“Nothing is so permanent as a temporary government program.”
– Milton Friedman
