RECEIVE A FREE RISK ANALYSIS...
You may upload your documents today. Please be sure to schedule your appointment with us too.
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How are your Invesetments?
What makes a good Investment?
First, we begin with your investment statements where we begin to analyze the overall health of the investments and we send you a personal link where we measure your level of comfort with risk of the marketplace. Second, we show what your current portfolio risk, fees and potential growth (risk and reward) results. Often when we first meet with a client, we find the RISK of a clients' portfolio is HIGHER then expected and the client was unaware. Third, we discuss with you strategies of how to reduce fees and potential risk while maintaining the overall rate of return. We believe education of risk and reward, fee structure, and probability of future returns is essential. Request your analysis today by sending us your current Investment Statements with our SECURE UPLOAD link. Once received, we will send you a Risk Assessment Link to complete... |
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Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. However, we often refer our clients over to a licensed investment advisor for any investment advice our clients need. A company we work with is LifePro Asset Management
Our Mission
Secure Investment Management (SIM) is an independently owned, SEC Registered investment advisory firm that has core values centered on integrity and trust. It’s our mission to help you succeed with a financially secure and enjoyable retirement.
We aim to help you achieve your financial goals with minimal risk and volatility, and we strive for your experience with us to be enjoyable, comfortable and profitable. It’s our calling to thoroughly educate you about your options and to help you choose what’s best for you. Our team of advisors and portfolio managers are experienced, skilled, well educated and ethical.
It’s All About You
Getting to know you is our most important goal. Our team is trained to listen first. We want to understand your financial goals, thresholds for risk and even what you like to do in your spare time. After all, how can we effectively manage your money if we don’t know you?
Secure Investment Management (SIM) is an independently owned, SEC Registered investment advisory firm that has core values centered on integrity and trust. It’s our mission to help you succeed with a financially secure and enjoyable retirement.
We aim to help you achieve your financial goals with minimal risk and volatility, and we strive for your experience with us to be enjoyable, comfortable and profitable. It’s our calling to thoroughly educate you about your options and to help you choose what’s best for you. Our team of advisors and portfolio managers are experienced, skilled, well educated and ethical.
It’s All About You
Getting to know you is our most important goal. Our team is trained to listen first. We want to understand your financial goals, thresholds for risk and even what you like to do in your spare time. After all, how can we effectively manage your money if we don’t know you?
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Brokers vs Fiduciaries
What is the Difference???
Investors mistakenly believe that brokers are required to put their clients' interests first. They are not. Brokers are ultimately salespeople who are generally compensated by commission, or a production based bonus, and whose primary loyalty is to their employers. A fiduciary is a person or legal entity, that has the power and responsibility of acting for another in situations requiring total trust, good faith and honesty. The fiduciary duty is the highest standard of care. It entails always acting in the beneficiary's best interest, even if doing so is contrary to their own interest. For a financial advisor, this may mean recommending a product that results in reduced or no compensation because it's the best option for the client. 
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