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FULL SERVICE
Secure Investment Management (SIM) offers institutional-quality growth and income strategies for individual investors. |
PERFORMANCE & TRANSPARENCY
Performance is the key ingredient but knowing where and how yoru assets are invested is essential for peace of mind. |
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 |
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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? |
REQUEST YOUR FREE RISK ASSESSMENT AND INVESTMENT ANALYSIS NOW by completing the form below...
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HOW IMPORTANT IS IT TO MEASURE YOUR INVESTMENT RISK?
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ACTUAL CASE STUDY
This example is a client who was invested in stocks, bonds and mutual funds who came to us asking for a second opinion. 
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How Our Strategies Can Help You Grow and Protect Your Wealth
Our approach to investing is based on trend following, relative strength and risk management disciplines. That may sound complicated, but don’t let the technical language intimidate you. The process is simple and easy to understand. Our strategies allow the portfolio manager to move assets around the portfolio to take advantage of new opportunities as markets change. Our strategies use a disciplined investment process to tactically allocate your portfolios based on market risk. Our models focus exclusively on market-based data designed to offer better diversification and risk management than traditional asset allocation strategies. Read More… Investment Style Trend following is a technique that analyzes security prices over varying time frames. Generally, portfolio managers use short, intermediate- and long-term time frames to measure trends. Imagine you are analyzing a collection of securities. A trend follower would rank the list of securities by price performance over specific time frames. He or she might set the time frames at 1 month, 3 months and 6 months to determine which securities performed the best in these periods and invest accordingly. It’s like analyzing baseball player batting averages for certain time frames and choosing the best hitters. |
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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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