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Simplified

Life is chaotic enough, your finances don’t have to be.

We are here to educate you and be your partner in financial planning, not sell you a financial product you don’t need. We strive to make the complex, simple.

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Plans fail for lack of counsel, but with many advisers they succeed. - Proverbs 15:22

Strategic

Creating a Financial Plan for Financial Freedom

Empathetic to all situations, we are here to implement your customized portfolio.

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Plans fail for lack of counsel, but with many advisers they succeed. - Proverbs 15:22

Stability

Achieving Success by Working Together

We strive to serve our clients through the financial planning process with deep and meaningful relationships that last for generations. Sims Investment Management wants you to feel at home for multi-generational planning.

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Coaching You to Recognize and Maximize Your God Given Gifts

 

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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.

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Cory Sims

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...

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Anurag Sahay

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...

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Jerry Taylor

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...

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Sydney Engle

Executive Administrative Assistant

Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about two years  ...

Latest Blog Posts

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Sims Investment Management, LLC on February 18th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • 401(k)
  • Retirement
  • wealth
  • Read more

The Basics of Paycheck Protection Program Loans: Round Two

Submitted by Sims Investment Management, LLC on February 11th, 2021

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried to keep their small businesses open with few resources.

Tags:
  • Benefits
  • Covid
  • PPP
  • Read more

Medicare in 2021: Here’s What You Need to Know

Submitted by Sims Investment Management, LLC on January 28th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

Tags:
  • Medicare
  • Retirement
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Contact info

  •   2101 Grandin Road, Suite A, Cincinnati, Ohio 45208
  •   513-278-7467
  • sim@simsinvestment.com

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