About Us

Our investment management process, MarketPlus® Investing, serves you throughout the various stages of your life. It is a simple and easy-to-understand process for investing that is founded on science rather than speculation. Our team aims to provide a major money center investment experience to you no matter where you live, where you work or when you need it.

You come first. All the time. Every time. It isn’t just a slogan. It’s how we live our lives. SJS was founded on this client-first philosophy.

No one person is smarter than the collective whole. When you have one of us working on your side, you have all of us, even if you regularly meet or speak with only one or two team members. We call it bench strength — with an emphasis on strength. We don’t fly solo, and neither do you.

Did you know that we can work with other professionals who support and assist you? We can work with your accountant to help streamline your finances and coordinate tax planning. We can work with your estate planning attorney to assist with implementing your estate plan, titling your accounts properly, and correctly naming your beneficiaries.

Fee transparency is very important to us. We have been an independent registered investment advisory firm with the U.S. Securities and Exchange Commission (SEC) since our founding. We charge a fee based on assets under management that is paid directly by our clients.

Our team members include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER® (CFP®) charterholders. We believe that learning is a constant endeavor that helps us to continue to provide you with the timely advice you need.