SIA versus the Competition

SIA is a fiduciary with discretionary authority

SIA provides investment consulting services in addition to selecting investment managers

SIA has over 20+ years on average Investment and Administrative Team Experience

SIA’s compensation is fee-only for investment services

SIA provides customized performance reports compared to relative and client-specific target indices

SIA provides completely 

objective investment advice

SIA limits the number of relationships per portfolio manager

SIA has a propriety,

in-house research process

SIA communicates proactively 

SIA does not custody assets

SIA receives no hidden fees or charges transaction costs

Have a Question?

Thank you!