Advisors at this firm
Ryan A
Series 65
Cincinnati, OH
Sims Investment Management LLC
Ryan Atkins is a financial advisor at Sims Investment Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Sims since 2021. Outside of his advisory role, Atkins is an author who receives royalties from online book retailers and occasional speaking engagements. Sims Investment Management provides investment advice and portfolio management to a diverse range of clients, including individuals, pension and profit-sharing plans, and corporations. The firm uses both fundamental and technical analysis to construct customized portfolios and employs a variety of strategies and tools, managing a high client load across its four-advisor team.
Patrick J
Series 65
Cincinnati, OH
Sims Investment Management LLC
Patrick Jones is a financial advisor at Sims Investment Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at WoJo Creative LLC and Franklin Wealth Management. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, and corporations. The firm uses both fundamental and technical analysis to construct customized portfolios and employs a range of strategies such as options, short sales, and alternative investments.
William J
Series 65
Cincinnati, OH
Sims Investment Management LLC
William Justice is a financial advisor with Sims Investment Management LLC in Cincinnati, OH. He holds a Series 65 designation and has experience working at Family Financial Partners and several community and educational organizations. He has also been involved with Westerville Area Resource Ministry and youth sports programs. Sims Investment Management provides investment advice and portfolio management to individuals, pension plans, corporations, and other entities. The firm uses a range of strategies including fundamental and technical analysis and employs various instruments such as options and alternative investments to construct customized portfolios.
Michael P
Series 65
Cincinnati, OH
Sims Investment Management LLC
Michael Perry is a Series 65-licensed advisor at Sims Investment Management LLC with three years of industry experience. Prior to joining Sims, he worked for the Family Nurturing Center for eleven years. Outside of his advisory role, Mr. Perry manages a multifamily property in Cincinnati, where he also resides. Sims Investment Management LLC provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis and employs a broad range of strategies and tools, managing a high client load relative to its team size.
Cory S
Series 65
Cincinnati, OH
Sims Investment Management LLC
Cory Sims is a Series 65-licensed financial advisor with Sims Investment Management LLC in Cincinnati, OH, bringing 13 years of industry experience. He serves on the investment committee of Compassionate Justice, a nonprofit focused on developing Christ-centered communities in Cincinnati’s inner city, and is involved with several other business and advisory roles including nonprofit and real estate development organizations. Sims Investment Management provides investment advice and portfolio management to a diverse client base including individuals, pension plans, and corporations. The firm constructs customized portfolios using fundamental and technical analysis, employing a broad range of strategies and tools, and manages a high volume of client relationships relative to its size.