SECURE INVESTMENT MANAGEMENT, LLC

Overview

Secure Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered since 2015. The firm focuses on serving individuals, families and small-business clients with financial planning and portfolio management. Its fee model combines a percentage-of-assets approach with hourly charges. Secure Investment Management operates across state lines and is not positioned as a capital allocator or pension consultant; it does not identify as an active ESG investor. The firm also maintains industry relationships that include other investment advisers and insurance companies, and it acts in sponsor/GP/manager roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices