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

Sydney Harden

Executive Administrative Assistant

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

Ryan Atkins

Investment Advisor Representative

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

Michael Perry

Investment Adviser Representative

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Hi, I am Michael Perry, an Investment Adviser Representative with Sims Investment Management, LLC. I...

Meet our team

Latest Blog Posts

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Cory Sims |
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better you’ll...

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