Individual Services

Why Choose SIA?

Performance driven by process and experience

SIA is uniquely qualified to monitor and evaluate investment managers’ performance. Our proprietary process has been honed over years of successful portfolio management while accommodating the ongoing changes as part of the modern market. Managing this process is a well-seasoned team, consisting of three divisions, serving our clients at the highest level.

Portfolio Management

The Portfolio Management Division, led by the president, directs client relationships and portfolio management. In addition, these individuals coordinate efforts with a client’s other professional advisors and serve as voting members on the internal Trends Panel and Investment Committees.

Client Services

The Client Services Division, which is led by a managing director, is charged with establishing and maintaining client accounting reports. In addition, the professionals in this division coordinate asset transfers, oversee custodial relationships and fulfill all non-investment-related client requests.

Research

The Research Division is led by the firm’s Chief Investment Officer and an associate who gather pertinent information from all external resources. This research team assists the Trends Panel and Investment Committees in allocating client assets and selecting investment managers. The Research Division also provides timely market and economic data and maintains communication with investment managers and other industry professionals.

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