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Sims Investment Management, LLC
  513-278-7467  sim@simsinvestment.com
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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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Plans fail for lack of counsel, but with many advisers they succeed. - Proverbs 15:22

 

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Our Services

Let us guide you through the many obstacles of financial planning

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.

What's in a Number? - Sims Money Manager Personal Website

Cory Sims

AWMA®, CRPC®

Cory Sims is the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. Cory received a BA, Business...

Kim Studer

Executive Assistant

Kim Studer is the Executive Assistant for Sims Investment Management. Kim is a Cincinnati native and she has over 20 years of experience in...

Jerry Taylor

Cincinnati, OH Area Solicitor

Jerry Allen Taylor, President of Integrated Financial Strategies, is a fourth-generation Cincinnatian who grew up in Westwood and who graduated...

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Latest Blog Posts

Infographic: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Submitted by Sims Investment Management, LLC on August 10th, 2017

Retire to Happiness-Tips to Thrive in the Next Chapter of Life.jpg

Resources:

Tags:
  • Finance
  • Investing
  • Retirement
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Infographic: 8 Tips for Finding Balance Between Work and Life

Submitted by Sims Investment Management, LLC on August 3rd, 2017

8 Tips for Finding Balance Between Work and Life (1).png

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Tags:
  • Life
  • Work
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Infographic: Finance 101 - A Lesson in Helping Your Student Pay For College

Submitted by Sims Investment Management, LLC on July 27th, 2017

Finance101lesson.png

 

Resources

Tags:
  • 529 Plans
  • College
  • Finance
  • Investing
  • wealth
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Contact info

  •   2727 Madison Road Suite 304 , Cincinnati, Ohio 45209
  •   513-278-7467
  • sim@simsinvestment.com

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