Southern Investment Management

Website
608 Meadowmont Ln
Chapel Hill, NC 27517
http://simcollective.com

Southern Investment Management Collective (SIMC), based in Chapel Hill, NC, offers a comprehensive range of financial services, including wealth management, retirement planning, estate planning, tax planning, and investment management. As a fee-only fiduciary, SIMC tailors its solutions to the unique situations of its select group of clients, emphasizing integrity and collaborative relationships.

Founded by Kent Fisher, a CFA and CFP, SIMC is committed to radical transparency and prioritizes service above self, reflecting the values instilled during Fisher's formative years. The firm strives to foster partnerships that enhance client experiences and empower them to achieve their financial goals.

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United States›North Carolina›Chapel Hill›Southern Investment Management

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