Working together to help you achieve your financial goals is incredibly rewarding. Here at SIMA, we take our responsibilities to adhere to the highest standards of ethical and professional conduct very seriously, which is why we are proud to be an Accredited Investment Fiduciary® Designee. The AIF® Designation is more than just an acronym. It’s a symbol that we will always put your best interests first.

Feb. 28 is National Fiduciary Day, which was established to acknowledge the importance of fiduciary excellence in our industry. In honor of this celebration, we am taking the opportunity to simply say thank you for your partnership. We strive for fiduciary excellence on your behalf every day and are excited to work with you well into the future.



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