# Sims Investment Management

Sims Investment Management is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** 3322 Erie Avenue, Suite 200, Cincinnati, OH 45208, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** simsinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/sims-family-trust

## Regulatory record

- **CRD number:** 169491
- **SEC file number:** 801-123034
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169491

## About

Sims Investment Management launched in 2013 as a registered investment adviser in Cincinnati, led by founder Cory Sims alongside a team that now includes four CFP® practitioners — Michael Perry, Ryan Atkins, and principals Patrick Jones, Sydney Harden, Will Justice, Katelyn Walter, Anya Dalton, and Michelle Latshang. The firm traces its identity to a single investment conviction posted publicly: “We are long-term owners of businesses, as opposed to speculators on the near-term trend of stock prices.” That statement serves as the closest available proxy for founding philosophy, given the firm discloses no wealth origin or external backing. The adviser’s strategy centers on constructing diversified, individually tailored portfolios aligned to each client’s risk profile and financial goals. Its public disclosures name three service pillars — investment management, retirement planning (including 401(k)-to-IRA rollover guidance), and daily money-management strategies for savings and cash flow. Geographic focus appears concentrated in the greater Cincinnati metro area, where the firm’s single office is located. The nine-person professional roster, listed on the firm’s public team page, includes four CFP® certificants and one AWMA®/CRPC®/CES designee (Cory Sims). The firm operates from a single address at 3322 Erie Avenue without disclosed satellite offices, parallel vehicles, philanthropic foundations, or external club memberships. It maintains a blog and monthly newsletter as its primary investor-education channel. No dated operational event from the last 24 months could be confirmed from public sources. Sims Investment Management’s structural differentiator lies in its deliberate lack of a fund product. It is an RIA that serves individual and corporate clients through bespoke separately managed accounts, operating without the pooled-vehicle architecture common to competing wealth managers. That architecture means every investment decision traces to a named advisor working directly with a named client — a model that resists institutional scaling but aligns the firm’s economic incentives with client-level outcomes rather than asset-gathering benchmarks.

## People

- Cory Sims — AWMA®, CRPC®, CES
- Patrick Jones
- Sydney Harden
- Michael Perry — CFP®
- Ryan Atkins — CFP®
- Will Justice
- Katelyn Walter
- Anya Dalton
- Michelle Latshang

## Questions

### What is the core investment philosophy at Sims Investment Management?

The firm states plainly that it views itself as a long-term owner of businesses rather than a speculator on near-term stock-price movements. That philosophy translates into portfolio construction centered on durable equity holdings aligned with each client’s financial profile and risk tolerance, as disclosed in the firm's published blog content on asset allocation and investment strategy.

### Does Sims Investment Management operate pooled investment funds or only separate accounts?

The firm operates exclusively through individualized separately managed accounts for individuals, corporations, and other business entities. No mutual fund, ETF, hedge fund, or private pooled vehicle is disclosed on its website or in public records, placing it in a distinct category from asset-gathering wealth managers that layer proprietary funds onto client portfolios.

## Related profiles

- [Simsan Ventures](https://altss.com/profile/simsan-ventures)
- [Simula Innovation](https://altss.com/profile/simula-innovation)

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Last updated: 2026-08-11T02:43:31.692Z

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