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SIMI is an independent Registered Investment Advisor, or RIA. As members of the SIMI Team, we are committed to working with our clients to fully understand their values and build meaningful, trusting, long-term relationships. Our principals and advisors bring skillsets from a diverse set of backgrounds including investing, finance, business management, technology, real estate, and accounting. We believe this broad knowledge base gives us an invaluable perspective when managing investments for our clients. SIMI has always focused on recommending investments that are only in the best interest of the client.

With over six decades of combined investment and financial planning experience, SIMI has been extremely successful in helping clients to grow their net worth. We have a passion for investing and we each derive a genuine sense of reward in helping our clients to exceed their financial goals.

The SIMI advisory practice is intentionally designed with the people and infrastructure to provide the service and expertise you require for generations to come.

John Child

Mark Child

Mark Biallas