Non-Profit Institutions

SIA is a firm that specializes in providing tailored investment advice for non-profit institutional clients to fund their operational needs and reach their long-term investment goals. We understand that each client is unique and work closely with their management teams and finance divisions to create a tailored investment strategy that meets their specific needs.

Client Centered


Our team is dedicated to providing customized services to our institutional clients. We take the time to understand their needs and develop a set of financial guidelines specific to their situation to help them achieve success. As fiduciaries, we are committed to acting always in their best interest.


Serving as fiduciaries, we are bound legally and ethically to act in our clients' best interests, with a duty to preserve good faith and trust. We are fee-only advisors and operate with complete transparency with no hidden fees or commissions.