Our Investment Process

Client Centered

For over 30 years, SIA refined our investment process to hire qualified managers to invest client monies

Our Investment Process:

  • is ongoing and challenging.

  • leverages both external and internal proprietary research to ensure that we assist our clients in meeting both their short- and long- term investment goals and objectives.

  • utilizes multiple diversification strategies such as asset class, investment style and investment managers, to provide risk-adjusted returns.

  • measures success by reporting investment results to our clients compared to mutually agreed-upon client target benchmarks, and not compared solely to broad industry benchmarks.