Sims Investment Management LLC

EST. AUM
$304,571,897

CONTACTS
7

CLIENT ACCOUNTS
1,686

Firm Details

Metro area Cincinnati
CRD Number 169491
Website simsinvestment.com
Client types

Overview

Sims Investment Management, LLC is an SEC-registered investment advisory firm based in Cincinnati, Ohio, dedicated to helping individuals and families build long-term financial security and pursue personal financial goals. The firm offers personalized investment management, retirement planning, asset allocation, insurance coordination, and broader financial planning services tailored to each client’s needs and risk tolerance. With a focus on disciplined strategies that combine fundamental and technical analysis, Sims Investment emphasizes long-term investing, diversification, and risk-aware portfolio construction. They prioritize client education, transparency, and a fiduciary approach, aiming to form deep client relationships rooted in trust and long-term financial success.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sims Investment Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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