Secure Investment Management, LLC

Secure Investment Management serves individuals, business entities, trusts, and estates, working with both non‑high‑net‑worth and high‑net‑worth clients to provide investment advisory, portfolio management, and financial planning services. Like many multi‑team firms, it generally provides discretionary portfolio management and utilizes percentage‑of‑AUM billing.

The firm follows a long‑term, quantitative, factor‑based approach grounded in modern portfolio theory, constructing globally diversified portfolios using low‑cost institutional mutual funds, ETFs, separately managed accounts, and model allocations. SIM is an approved Dimensional Fund Advisors (DFA) adviser and also uses an Orion Portfolio Solutions TAMP, direct indexing, and tax‑managed strategies to implement tailored sleeves and seek tax efficiency.

Noteworthy aspects include a decentralized network of independent investment adviser representatives operating across multiple states despite a single‑office structure, and a substantial number of IARs who also act as independent insurance agents affiliated with several insurance marketing organizations — a business mix the firm discloses and manages for conflicts of interest. The firm also continues to advise legacy, often illiquid, non‑traded REITs and real estate partnerships (on which it currently does not charge advisory fees) and permits client‑directed sleeve replacements for political, religious, or other reasonable requests.