Cory Sims AWMA®, CRPC®, CES

Managing Member and Investment Advisor Representative
513-278-7467

Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA in Business from the University of Cincinnati in 2011 where I graduated Summa Cum Laude with a double major in Finance and Real Estate. I've been in the investment business for twelve years.  I was associated with Johnson Investment Counsel, Inc. from June 2009 – June 2012 and Valhalla Investment Advisory from June 2012 – November 2013. 

In my personal time I enjoy spending time with my wife Emily and our 8 month old son Carter, giving back to the community through Junior Achievement, and being a part of several committees and groups with the University of Cincinnati. I also enjoy traveling, music, supporting Cincinnati sports teams, and general aviation.

AWMA®

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.

CRPC®

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.

Certified Professional Coach