Secure Investment Management

Secure Investment Management is an independently owned, SEC-Registered Investment Advisory firm, headquartered in Tucson, Arizona. As an independent fiduciary, our biggest responsibility is to act in the best interests of our clients. We understand that building a secure financial future requires a personalized approach, and that's why we take the time to get to know each of our clients.

Our Mission

At Secure Investment Management, our mission is to help our clients achieve their financial goals while providing exceptional service and unparalleled guidance. We achieve this by fostering a culture of integrity, trust, and teamwork. Our advisors are dedicated professionals who are committed to understanding our clients' unique financial situations and creating customized solutions to address their specific needs.

Our Services

At Secure Investment Management, we offer a comprehensive range of investment services designed to help our clients achieve their financial goals. Our services include:

• Investment Planning and Strategies: Our team of experts will work with you to create a customized investment plan that aligns with your financial goals and risk tolerance.

• Risk Management: We will help you identify and mitigate potential risks in your investment portfolio, ensuring that your financial future is protected.

• 401(k) Rollovers and Management: Our experienced advisors will help you navigate the complexities of retirement planning, ensuring that your hard-earned savings are working for you.

• Retirement Planning: We will work with you to create a customized retirement plan that takes into account your financial goals, risk tolerance, and time horizon.

Our Team

At Secure Investment Management, our team of experts is dedicated to providing exceptional service and guidance to our clients. Our team includes:

• Joshua Mellberg: President and Founder of Secure Investment Management, a licensed insurance agent, and a public speaker.

• Janice Powell, MBA, IACCP: Chief Compliance Officer, a seasoned professional with a background in compliance and regulation.

Why Choose Us

At Secure Investment Management, we pride ourselves on our commitment to exceptional service, personalized attention, and results-driven investment strategies. We believe that each of our clients deserves a customized approach, and we're dedicated to providing that level of service. Whether you're nearing retirement or just starting your financial journey, we're here to help you achieve your financial goals.