While other investment firms may be proud that they work with hundreds of clients, we see the numbers differently. Since the founding of SIA in 1994, we have limited the number of clients we serve. This allows us more time with clients, making sure we continue providing market-leading investment consultation with a level of service that is unmatched in the industry.
Proactively, SIA schedules regular client meetings to evaluate portfolios and discuss any changes to their financial goals. Since our compensation comes directly from them, our clients know we provide an objective point of view that is not influenced by external pressures.
This process is very different from other investment firms because we provide a combination of focus, education and integrity. Our clients are pleased to be a part of this unique approach while watching their investments grow.
Click here for a list of questions you should ask any investment consultant you may be considering, including us.