About

Kent Fisher CFA, CFP® is the founder of Southern Investment Management Collective (SIMC) in Chapel Hill, NC.  After a 25+ year career helping institutions with investments, he now does the same for individuals.  In fact, now we do even more – we help with estate planning, tax planning, retirement planning, insurance – the idea is to be like an outsourced CFO.

You can reach me at kent.fisher@simcollective.com.

Here is a more standard “corporate style” bio for your reading pleasure:

Kent has 25 years’ experience working with many of the world’s largest institutional investors. He holds the Chartered Financial Analyst (CFA®) designation, an MBA from McGill University and a BA in economics from the University of Western Ontario. Kent has taught Investments and Portfolio Management courses for McGill University and conducted CFA preparation courses for the Los Angeles Society of Financial Analysts. He and his wife live in Chapel Hill. He is a member of the East Chapel Hill Rotary Club and enjoys golfing (and almost any outdoor activity).

 

Investment advisory services offered through Mutual Advisors, LLC DBA Southern Investment Management Collective, a SEC registered investment adviser.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.