Secure Investment Management Achieves National Recognition
Secure Investment Management has made a remarkable leap to #158 on the prestigious 2025 Inc. 5000 list of America’s fastest-growing private companies. This significant ranking underscores the firm’s exceptional performance and industry standing, particularly noteworthy as they ranked #4 in the state and #14 within the financial services sector. Contributing to this impressive achievement is a staggering three-year growth rate of 2,477%. This strong performance marks the second year in a row that the firm has secured a spot on this influential list.
Founder Josh Mellberg’s Vision
At the helm of this thriving organization is Founder and CEO Josh Mellberg, who has once again demonstrated his ability to lead successful companies. This experience is not just a personal victory for him; it reflects a broader commitment to creating robust and result-driven financial services. His first company to achieve a similar accolade laid the groundwork for SIM’s current success story.
A Culture of Value and Integrity
In a statement reflecting his passion for the firm and its mission, Mellberg emphasized the core values that drive their growth. "Our success belongs to the people — our agents, our team members, and the clients we serve every day,” he shared. The firm’s focus on growth is not just about numbers; it's deeply rooted in creating real value for families, driven by integrity and innovation.
Understanding Secure Investment Management
Secure Investment Management offers comprehensive financial planning and investment management services, tailored to meet the unique needs of its clients. The firm’s rapid ascent in the market illustrates not only increasing demand for personalized financial solutions but also the commitment they have towards supporting their network of advisors. This alignment fosters an environment where clients can thrive and feel confident in their financial journeys.
Headquarters and Client Focus
Headquartered in Tucson, Secure Investment Management is an independent Registered Investment Adviser focused on empowering families to protect and grow their wealth with clarity. Their service model is designed for individuals and families in diverse regions who seek trusted guidance and proven strategies to enhance their financial health. With a tailored approach combining financial planning with disciplined investment practices, SIM is positioned as a leader in creating long-term value for its clients.
Frequently Asked Questions
What is the ranking of Secure Investment Management on the Inc. 5000 list?
Secure Investment Management achieved an impressive ranking of #158 on the Inc. 5000 list for 2025.
Who is the founder of Secure Investment Management?
The founder of Secure Investment Management is Josh Mellberg, who has a track record of leading successful companies.
What is the growth rate reported by Secure Investment Management?
The firm reported a remarkable three-year growth rate of 2,477%.
What services does Secure Investment Management offer?
Secure Investment Management provides clients with comprehensive financial planning and investment management services tailored to their unique needs.
Where is Secure Investment Management headquartered?
The firm is headquartered in Tucson and serves clients across multiple regions, emphasizing a commitment to client success.
