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Client Centered

Thank you for considering SIA for your investment consulting needs. We understand that making financial decisions can be complex and overwhelming, which is why we strive to make the process as simple and transparent as possible.

We acknowledge that this is an important decision and suggest that you review and consider the information provided in "Evaluating & Selecting an Investment Advisor." 

We look forward to the opportunity to speak with you to learn how we can assist you in planning and reaching your investment goals. You may contact us by calling (502) 895-0122 or by filling out the form below.

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Thank you!