SIMM helps you increase your net worth, we specialize in :
Retirement Planning
401(k) and all Rollovers
Post Death Transfers
Company Pension Plans
Maximized Return with Low Turnover
Access Your Account
Tim Wallender

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Manhattan Beach, CA

La Quinta, CA


   Tim Wallender is an independent Certified Financial Planner (CFP) and Registered Investment Advisor (RIA) who believes in a no-commission, fee-only approach to helping clients. Tim utilizes the Nobel Prize winning concept of Modern Portfolio Theory to develop efficient portfolios tailored to each client's investment goals, time horizon and risk tolerance. Strategic Index Money Management (SIMM) utilizes Diversified Index Portfolios optimally mixed using no-load Index Funds which have low turnover and operating expenses. Client portfolios are monitored quarterly for reoptimization and rebalancing. As new and proven concepts are developed in the academic community, these principals are incorporated into the SIMM investment policy.

   Tim has been published in numerous publications featuring dozens of different "Money Makeovers" for various family situations and challenges. His problem solving skills are sought after by many newspapers and periodicals making him the most requested "Money Makeover" specialist.

   Tim specializes in retirement planning, 401 (k) and all rollovers, post death transfers and company pension plans. Tim graduated from the U.S. Air Force Academy with a Bachelor of Science degree in Business Management and Finance and is a graduate from the College of Financial Planning with a Certified Financial Planner (CFP) designation.

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