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.

Our Team

Managing Member and Investment Advisor Representative

Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment...

Executive Administrative Assistant

Hi, I'm Sydney Harden, administrative assistant at Sims Investment Management. I've been with the company for almost...

Investment Advisor Representative

Hi, I’m Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I graduated from the...

Investment Advisor Representative

Hi, my name is Blake Bagshaw, and I’m an Investment Advisor Representative here at Sims Investment Management. I was...

Latest Blog Posts

Cory Sims |
Categories
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.

We manage assets for individuals and families, providing investment management, and financial planning services.