facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Collaborative
Comprehensive
Investment Management

(Smart and Thoughtful Money Management)

Southern Investment Management Collective (SIMC)


Kent Fisher CFA, CFP® is a Chapel Hill, NC Fee-Only Comprehensive Wealth Manager. SIMC provides comprehensive financial planning, retirement planning, estate planning, tax planning and investment management solutions to a select group of clients. SIMC serves clients as a fiduciary, and tailors all solutions to each client’s unique situation.

    


What We Value


Integrity Chapel Hill, NC Southern Investment Management Collective

Integrity 

Doing the right thing is just the right way to go about our activities while on this planet

Radical Transparency Chapel Hill, NC Southern Investment Management Collective

Radical Transparency

We are committed to being upfront about all our activities - operations, compensation, service costs, fees etc.

Service Above Self Chapel Hill, NC Southern Investment Management Collective

Service Above Self

Non Nobis Solum – not for ourselves alone – was the motto of my high school and adorned my blazer during a key formative phase of my life.  It has taken on greater meaning as I have gotten older.

Collaborative Relationships Chapel Hill, NC Southern Investment Management Collective

Collaborative Relationships

Together we can achieve more than we can alone.