Your Wealth Journey with SIM: Service Tiers Designed to Meet You Where You Are

At Sims Investment Management, we’re committed to growing with you. Our three service tiers—Essentials, Select, and Premier—offer the right level of personalized support for your current needs, with a clear path to deepen our partnership as your financial life evolves. Powered by our values of Intentional Growth, Steadfast Stewardship, and Together Made Simple, every tier delivers outstanding service tailored to you.

SIM Essentials Click to expand ▼

The perfect foundation for building confidence and momentum in your financial life—supported by our dedicated Essentials team.

  • Professional asset management focused on long-term growth
  • A tailored financial map to clarify and guide your goals
  • Personalized yearly updates from our SIM Essentials team
  • Ongoing education and support to help you grow
SIM Select Click to expand ▼

Step up with systematic planning and a dedicated advisor partnership—plus everything in Essentials.

  • Proven strategies to build toward your desired financial goals & retirement lifestyle
  • Customized SIM Money Manager financial plan to track goals and progress
  • Quarterly check-ins plus an annual in-depth meeting
  • Foundational tax and estate guidance
SIM Premier Click to expand ▼

Unlock premium, personalized support with a dedicated senior advisor partnership—plus everything in Essentials & Select.

  • Fully tailored SIM Money Manager plans with meeting frequency that fits your preference
  • Advanced tax and estate expertise through trusted partners
  • Access to private placement investment opportunities (based on suitability)
  • A suite of tools to manage debt, proactive tax planning, estate and legacy planning, and more
  • A seamless preview of our highest-level partnership - the SIM Family CFO

Ready to Explore Your Tier?

We’re excited to continue serving you with even greater focus and care. Your advisor will reach out soon to discuss your tier and share your personalized service calendar.

In the meantime, if you have questions or want to schedule a conversation, contact us anytime.

Schedule a Tier Review Call