Secure Investment Management, LLC

Overview

Secure Investment Management, LLC is an independent, SEC‑registered RIA organized as an LLC and active since 2015. The firm focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee‑based, combining a percentage of assets under management with hourly billing for certain services. The adviser operates across multiple states and does not position itself as a capital allocator or an ESG‑focused manager. Filings also list industry ties that include work with other investment advisers and insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices