Sims Investment Management is a Registered Investment Advisory and can guide you through the many obstacles of choosing the right investments. Investments play a key role in planning for your financial security.


Investment Strategies

Sims Investment Management is proactively addressing the changes in the financial landscape with investment decisions that coincide with your personal goals and risk tolerance. By combining aspects of technical analysis and fundamental analysis, we are able to strategically solve for how to reach your financial objectives. Sims Investment Management blends a strategic and tactical approach to creating portfolios and our investments consist of passively managed equity and bond funds, sector specific ETFs, individual stocks, and options strategies.

When appropriate, Sims Investment Management will utilize multiple options strategies for clients to capitalize on unique discrepancies we find in the marketplace. Our most common options investment strategy involves generating income with call options, commonly referred to as a covered-call strategy. Using this approach, Sims Investment Management is able to build wealth through cash payments by owning an underlying security and collecting premiums from selling call options. Other options strategies include the use of put options, strangles, straddles, and call/put spreads. Option strategies, when understood correctly, make a great complement to any equity portfolio and can be an integral part of your financial plan.

What makes Sims Investment Management different is our ability to execute low cost trades with our custodian, Charles Schwab. Our low trading costs make our strategies attractive and unique. 

Contact us today to discuss an innovative approach to investing your assets, preserving your capital, and managing risk. We look forward to providing you with personalized, high-quality service!


Individual Accounts

Whether you are freshly out of college or winding down your career, it is never too late to start saving. Choosing the right account is critical and it starts by knowing what you are saving for. For individuals, we specialize in 401(k) rollovers, Individual Retirement Accounts (Traditional, Roth, and SEP), and Individual and Joint Investment Accounts. Let us help you get ahead of life's unexpected expenses or help your reach a lifelong dream by achieving your short- and long-term investment goals.

Contact us today to discuss a 401(k) rollover from a former employer or to open an individual account to start saving for all of life's little surprises!


Group retirement and savings plans

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Employees gain instant tax savings for their contributions since they are made using pre-tax payroll deductions. They also receive the peace of mind that comes from knowing every month they are building towards retirement.

I can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • Registered retirement savings plans designed specifically for groups
  • Deferred profit sharing plans
  • Defined contribution pension plans

Contact us today to learn about how we can help you with individual or group retirement plans.