A complete list of active advisors currently associated with First Security Investment Management, Inc.
Warmer can help you find a great advisor at First Security Investment Management, Inc. or one who fits your needs even better.
First Security Investment Management, Inc. (FSIM) provides investment management, financial planning and consulting to individuals, high‑net‑worth clients, retirement plans, non‑profit organizations and businesses. The firm offers both discretionary and non‑discretionary portfolio management, fiduciary and non‑fiduciary plan‑sponsor services, and separate asset‑consulting engagements that are reported outside its regulatory assets under management. FSIM’s investment process emphasizes strategic asset allocation grounded in Modern Portfolio Theory and academic quantitative research, with implementation typically through mutual funds and ETFs and case‑by‑case consideration of individual securities or alternative investments. The firm conducts client‑specific risk, cash‑flow and tax‑sensitive analyses, coordinates with external tax and legal advisors when appropriate, and provides periodic reviews and written quarterly performance reporting. The firm is part of a broader financial group: FSIM is a wholly owned subsidiary of First Security Capital Markets, Inc., itself owned by First Security Bancorp, and is under common control with Crews & Associates, Inc., an affiliated registered investment adviser and broker‑dealer to whom FSIM provides consulting on asset allocation for a revenue‑based fee. FSIM is also licensed as an insurance agency and discloses that certain supervised persons are licensed insurance agents who may receive commissions and trail compensation, a structural arrangement the brochure identifies as a potential conflict of interest.
To learn more about the advisors currently working at First Security Investment Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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