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

Executive Administrative Assistant

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

Investment Advisor Representative

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

Client Service Assistant

Hi, my name is Connie Lawless and I am a Client Service Assistant with Sims Investment Management. I am the newest...

Investment Adviser Representative

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

Latest Blog Posts

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

We are long-term owners of businesses, as opposed to speculators on the near-term trend of stock prices.