Cory Sims is the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. Cory received a BA, Business from the University of Cincinnati in 2011 where he graduated Summa Cum Laude with a double major in Finance and Real Estate. Cory has a series 65 registration. Cory was associated with Johnson Investment Counsel, Inc. from June 2009 – June 2012 and Valhalla Investment Advisory from June 2012 – November 2013.
In his personal time, Cory enjoys spending time with his wife, Emily, giving back to the community through Junior Achievement, and being a part of several committees and groups with the University of Cincinnati. His other interests include travel, music, supporting Cincinnati sports teams, and general aviation. He resides in Pleasant Ridge, Ohio.
Individuals who hold the AWMA®, Accredited Wealth Management Advisor designation, have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. The program is designed for approximately 120-150 hours of self-study. The program is self-paced and must be completed within one year from enrollment.