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
​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.
  • INDEPENDENT ADVISORY
We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.
  • RISK MANAGEMENT
Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempt to avoid significant drawdowns. Our goal is to have long-term investments experience the power of compounded returns.
  • BROAD EXPERTISE
We have broad depth and breadth of experience in building investment portfolios and supporting advisory businesses. Our investment expertise spans evaluating and implementing traditional and alternative vehicles, analyzing market trends and investment strategies, as well as assisting hundreds of advisors in launching and growing their businesses. Our partnerships with some of today’s most innovative money managers, serving as sub-advisors to BCM, enhance this expertise.
​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?
RECEIVE A FREE RISK ANALYSIS...
​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.
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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.
Financial Markets by TradingView
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
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The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. 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. Should our clients need a licensed investment advisor, we often work with Secure Investment Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!