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
Doing the right thing is just the right way to go about our activities while on this planet
We are committed to being upfront about all our activities - operations, compensation, service costs, fees etc.
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.
Together we can achieve more than we can alone.