About Us

 

For over a decade, Sims Investment Management has proudly served families in Cincinnati, Ohio by providing personalized investment strategies and holistic financial guidance. 
At Sims Investment Management, we understand the importance of building a financial future for you and your loved ones. 
No matter what your financial goals are, your success and peace of mind are our top priority. 

Our Team

Cory Sims AWMA®, CRPC®, CES
Managing Member and Investment Advisor Representative 
Ryan Atkins CFP®
Investment Advisor Representative
Blake Bagshaw, CFP®, ChFC®
Investment Advisor Representative
Michael Perry
Investment Advisor Representative
Sydney Harden
Chief of Staff
Executive Administrative Assistant
Caroline Perry
Client Service Assistant
Vanessa Darley
Client Service Assistant

 

And we believe that...

Personal financial planning should always be comprehensive
Investing should focus on reaching goals, not on returns for return’s sake
Tax minimization is important - but not priority number one
Debt CAN be used wisely to enhance a financial plan
Estate planning is key to leave a legacy
Charitable giving improves the quality of life
Insurance is vital to a healthy financial plan
Budgeting is about freedom, not about penny-pinching
Fees should be transparent and are earned by the value we provide

It’s our responsibility to make sure our clients are well-educated about personal finance and are equipped to make sound, autonomous financial decisions

What We Do

Investments
Retirement Planning
Insurance
Manage Your Finances
Asset Allocation
Charitable Giving
Business Succession Planning
Tailored Financial Plans
Legacy Building