When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.

The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.

SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.

The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.