Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

With America celebrating 250 years of independence, it feels like an appropriate time to reflect on the value of independence in our own industry and why we believe it still matters to clients today.

Elizabeth joined the SJS team in 2026 as a Client Services Associate. She assists with client onboarding, account maintenance, and ongoing service requests, partnering closely with the advisory team to support day-to-day operations and help ensure a seamless client experience.

At SJS Investment Services, we believe financial literacy is one of the most powerful tools you can develop early in life. When individuals build strong financial habits at a young age, they gain more than just knowledge - they can develop discipline, confidence, and long-term resilience.

Chris joined SJS in 2026 as Chief Operating Officer and looks forward to supporting SJS' operations and exceptional client experience. 

We’re excited to introduce our new Executive Assistant in our Perrysburg office, Marcus Doore, who will play an important role in supporting our team and enhancing the experience we provide to our clients.

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by Forbes in the Forbes / SHOOK Research Best-In-State Wealth Advisors List for 2026. [1]

Grant has over 13 years of experience as a financial advisor serving individuals, business, and institutions.  

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

Recent market volatility has understandably raised emotions and concerns over the last week. When headlines are alarming and markets move sharply up or down, it is natural for you to wonder about their investments.

This winter, we had the pleasure of hosting two students from Northview High School through our six-week financial literacy student shadow program in our Sylvania, Ohio office.

As we excitedly look forward to the year ahead, we remain deeply committed to empowering you to build a better life and providing the peace of mind you deserve.

Each quarter, we create an outlook that covers topics including general investment market conditions, financial planning considerations, and SJS news.

SJS Investment Services is proud to be #11 on CNBC’s 2025 Financial Advisor (FA) 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]

SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.

Elizabeth began working at SJS in August 2025 as an Investment Analyst in the Chicago office, primarily supporting Tom Kelly, SJS’s Chief Investment Officer. Her responsibilities include investment research, portfolio analysis, performance monitoring, and client/advisor support.

SJS Investment Services has earned recognition in Financial Advisor Magazine’s 2025 Registered Investment Advisor (RIA) Ranking, an annual ranking of registered investment advisory firms in the United States.

We’re proud to share that Scott J. Savage, Founder and CEO of SJS Investment Services, has once again been recognized by the Forbes / SHOOK 2025 Best-In-State Wealth Advisors ranking.

Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.

SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.