Secure Investment Management

What Working With a SIM Financial Advisor Means to You

  • Home
  • About Us
    • Our Mission
    • Our Team
  • Our Approach
    • Approach to Investing
    • Investment Style
    • Dimensional Fund Advisors
  • Client Relationship Summary
  • Contact Us
Dimensional Fund Advisors

Dimensional Fund Advisors

SIM is a member of a select group of fee-based Registered Investment Advisers with access to investment solutions offered by Dimensional Fund Advisors, which was first launched in 1981.  Dimensional is a leading global investment firm with a history forged by its close working relationships with leading financial economists – several of whom were awarded Nobel laureates in Economic Sciences during their still ongoing tenure with Dimensional.  Our clients enjoy exclusive access to Dimensional’s mutual funds, which are not directly available to individual investors. As one of our valued partners, Dimensional shares our fundamental belief that a sustainable investment approach takes advantage of academic research to strategically capture what the market has to offer without accepting uncompensated risk.

Secure Investment Management, LLC (SIM) is a federally registered investment adviser under the Investment Advisers Act of 1940 that maintains a principal place of business in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. SIM may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SIM's registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov .

Terms of Use | Client Relationship Summary


©2021 secureinvestmentmanagement.com
520.269.4003 · Privacy