• Secure Investment Management

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Why SIM?

A Better Investment Experience

Secure Investment Management (SIM) is an independently owned, Registered Investment Adviser, headquartered in Tucson, Arizona. As an independent fiduciary, our biggest responsibility is to act in the best interests of our clients. As a trusted firm of the community, we can help you build the life you’ve envisioned for yourself. With over 100 combined years of experience, we have created a unique investment and portfolio strategy that we share with our clients. 

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Building Your Future

We are committed to helping our clients understand the basic key principles of investing to improve the chance of success. By focusing on our core beliefs and investment philosophy, we are able to deliver peace of mind and confidence in retirement investment strategies.

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Understanding Today's Financial Environment

Although today’s volatility can present significant investment risk, when harnessed correctly, it can also generate solid returns for shrewd investors. Even when markets fluctuate, crash, or surge, there can be an opportunity.

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What Does Your Financial Future Look Like?

We're here to support the lifestyle you want to live by helping you understand all the possibilities that are available to you. We are here to prioritize your needs, focus on your goals, and provide unique solutions for you.

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Our Services 

Our team of advisors specialize in creating a unique approach that is designed for your specific needs and goals. We strongly believe that your investment portfolio needs to reflect your current circumstances, customized to your risk, financial situation and objective. 

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Investment Planning and Strategies
Risk Management
401(k) Rollovers and Management
Retirement Planning