Finding the right person to effectively assist you in the wealth management process is not always easy. Navigating today’s financial markets takes a partner with focus, integrity, resources, honesty, and a commitment to their clients’ success. Over 150 years of combined experience from our management team gives us a wealth of knowledge about investment consulting, but more importantly, is how we put that knowledge to work.
Leveraging our team’s strengths to benefit you
Our proprietary investment manager selection process identifies the most seasoned experts to contribute to a portfolio’s value. We systematically review over 25,000 investment managers to identify the best from around the world. With all of this information at our fingertips, we will guide you through the development and implementation of an investment strategy designed to meet your near-term and long-term goals.
A comprehensive approach to wealth management
Beyond selecting successful investment managers, we work with you to craft an integrated investment strategy. SIA will also work with other professionals you may employ, and incorporate our knowledge in areas such as:
- Retirement planning
- Estate planning
- Tax planning
- Business succession
- Intergenerational wealth transfer
Our process is simple: 1. Understand your goals. 2. Create a plan. 3. Develop your portfolio. 4. Stay on course. At SIA, we are uniquely qualified to help you achieve those goals through focus, education, and integrity.