Contact Us Client Portal

Home
About Us
FAQs
Am I A Good Fit?
Blogs
Connect

Home
About Us
FAQs
Am I A Good Fit?
- Client Characteristics
- Our Clients
Blogs
- Investments and Wine Video Blog
- Written Blog Posts
Connect

Traditional vs Modern: Investments and Wine Thumbnail

Traditional vs Modern: Investments and Wine

Share

Facebook
Twitter
Linkedin

Schedule A Time to Talk

Join Our Mailing List

(we will not use your email for any purpose other than a once a month blog.)

Southern Investment Management Collective Chapel Hill, NC

SIMC

Chapel Hill, NC 27517

E: info@simcollective.com
P: (919) 525 - 1711

Disclosures

There are no warranties implied.

Southern Investment Management Collective, LLC (SIMC) is a registered investment adviser located in Chapel Hill, North Carolina. SIMC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SIMC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SIMC’s web site on the Internet should not be construed by any consumer and/or prospective client as SIMC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SIMC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SIMC, please contact the state securities regulators for those states in which SIMC maintains a registration filing. A copy of SIMC’s current written disclosure statement discussing SIMC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from SIMC upon written request. SIMC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SIMC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Powered by Twenty Over Ten