WHY SECURE INVESTMENT MANAGEMENT?
Secure Investment Management (SIM) is an independently owned, Registered Investment Adviser with a home office located in Tucson, Arizona. As an independent fiduciary, our biggest responsibility is to act in the best interests of our clients. Pursuing a Better Investment Experience
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. For information, please visit SECURE INVESTMENT MANAGEMENT
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Contact Us
3067 West Ina Road, Suite 125 Tucson, AZ 85741 Toll Free: 888-802-0427 Phone: 520.269.4003 Fax: 520.269.4007 Email Us |
Mr. Keefe serves as a co-manager to the Funds and reports directly to Mr. Mellberg. Mr. Keefe is a Registered Investment Advisor and licensed life producer. Mr. Keefe earned Bachelors and Masters degrees in Finance from the University of Illinois - Urbana and is a Chartered Financial Analyst (CFA) Charterholder. Mr. Keefe has been working in the financial services sector for over 25 years holding responsibilities in fixed income trading, equity trading, equity research, strategic consulting and client relations.
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Our Mission
We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
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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? |
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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Financial Markets by TradingView
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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: Secure Investment Management