A complete list of active advisors currently associated with Secure Investment Management, LLC

Warmer can help you find a great advisor at Secure Investment Management, LLC or one who fits your needs even better.

Secure Investment Management provides financial planning, investment management, and consulting to individuals, business entities, trusts, and estates, and supports implementation through separately managed accounts and a turnkey asset management program. The firm also monitors legacy alternative real‑estate investments and offers short‑term non‑advisory courtesy accounts during asset consolidation or insurance transactions. SIM delivers services through a decentralized network of 21 investment adviser representatives who operate independently under firm oversight and generally provide discretionary portfolio management grounded in modern portfolio theory, diversified asset allocation, and the use of low‑cost mutual funds, ETFs, and third‑party strategist mandates. The firm leverages Orion Portfolio Solutions’ strategist/SMA platform (including Market Cycle Mandates), offers direct‑indexing and tax‑managed sleeves, and typically requires a discretionary agreement for ongoing asset management. Noteworthy differences from many peers include the firm’s material affiliations with insurance agencies and an affiliated state‑registered adviser and private fund, and the fact that a majority of IARs are licensed insurance agents who may recommend and receive commissions for insurance products in their separate capacities — a relationship the firm discloses as a potential conflict of interest. SIM also retains and monitors illiquid legacy non‑traded REIT interests without charging advisory fees on those positions and permits client‑directed sleeve manager changes for reasons such as political or social preferences.

To learn more about the advisors currently working at Secure Investment Management, LLC, 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.