What we do


Our Services

First off, we take a fiduciary responsibility to put our client's needs first.  After reviewing your current investments, tax situation, income needs, and goals, we work with you to establish an investment policy statement that sets the defined parameters and asset allocation mix under which your account will be individually managed. 

We will take into consideration your tax consequences and we will track cost basis information on positions that are transferred to us.   Your accounts will hold individual securities(stocks and bonds), exchanged traded funds(ETF's), or stock options.  Your account will be housed at a major investment custodial firm.

As for reporting, you will receive trade confirmations, monthly statements, and quarterly statements of all account activity from your custodian.  In addition, SIM will send quarterly reports and year-end tax reports. Within the quarterly reports, your performance will be shown on a time-weighted rate of return on a year to date basis, net of fees.


SIM is at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations.  We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty everyday!