Secure Investment Management, LLC

Overview

Secure Investment Management, LLC is an independent registered investment advisor established in 2015 that works primarily with individual and family clients. The firm provides financial planning and portfolio management services, including work with small-business accounts, and charges both a percentage-of-assets fee and hourly fees. Secure Investment Management operates across multiple states and does not position itself as a capital allocator or pension consultant. It is affiliated with other investment-adviser activities and has ties to insurance entities and pooled-vehicle sponsorship or GP/manager roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices