Granada Hills, CA Office

Secure Investment Management serves individuals, business entities, trusts, and estates, including both retail and high‑net‑worth clients, offering financial planning, discretionary portfolio management, and separately managed account solutions. Its services also include implementation through Orion Portfolio Solutions TAMP strategist portfolios, relationship management accounts, IRA rollover recommendations, and referrals to other professionals when appropriate.

The firm’s investment approach is quantitative and factor‑based, built around Modern Portfolio Theory and long‑term, diversified allocations using low‑cost mutual funds, ETFs, third‑party managers and direct indexing where applicable. SIM deploys Orion strategist mandates (Beta, Active, Diversifier) and allows tailored sleeve managers and client‑directed exclusions while advisers operate as a decentralized network of independent investment adviser representatives who customize portfolios to client objectives.

Notable distinctions include the firm’s use of compensated introducers/promoter arrangements and related endorsement disclosures under the SEC’s Marketing Rule, a practice that is uncommon among similar team firms. The brochure also discloses affiliations with insurance agencies and an affiliated private fund, explains that many IARs are licensed insurance agents who may receive commissions (a potential conflict), and notes a past Kansas regulatory consent order involving a former IAR.