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OUR MISSION

Secure Investment Management (SIM) believes in the highest level of client service. Our advisors get to know you personally and strive to find the right investment solutions for your needs. It is our mission to help you get where you want to be financially and live the comfortable life you envision.

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FULL SERVICE

Our team of advisors is trained to keep you informed about your investments with continual education, responsive service and active communication. Whenever risk becomes excessive in the markets, you can count on us to keep you updated as we position your assets defensively to prevent losses.

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PERFORMANCE & TRANSPARENCY

SIM provides quarterly statements that summarize our performance results for the most recent quarter and report your investment holdings at the end the three-month cycle. You also have the ability to see your holdings daily by logging into the brokerage account that has custody of your SIM-managed assets.

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