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

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

Sims Investment Management, LLC provides discretionary and non‑discretionary portfolio management, financial planning, and pension/employee benefit plan consulting to individuals, pension and profit‑sharing plans, corporations, and other business entities. The firm offers customized investment programs and also performs fixed‑fee or hourly consulting on client‑oriented or project work. Sims builds individualized portfolios using a blend of fundamental and technical analysis, charting, cyclical, and statistical methods, drawing on third‑party research, regulatory filings, and market data. Depending on client objectives and risk tolerance, the firm may implement options strategies, short sales, margin, private placements and alternative investments, and can engage a sub‑advisor (SyntheticFi) to implement certain structured or synthetic positions. The brochure highlights several operational features that distinguish Sims from many peers: it provides a monthly e‑newsletter to clients, discloses written solicitor/referral arrangements (including fee sharing), and maintains a named sub‑advisory relationship for derivative-based implementations. The firm also notes that some representatives are licensed insurance agents, evaluates private placement opportunities for clients on an educational basis, and holds a wholly owned non‑advisory subsidiary (Sims Air, LLC).

To learn more about the advisors currently working at Sims 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.