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.

The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.

SJS began sponsoring an Assistance Dog at The Ability Center in Sylvania, Ohio. Assistance Dogs help individuals with disabilities achieve greater independence.

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

This Outlook includes a letter from Scott J. Savage on gratitude and excitement, what the yield curve means for you, planning financially for the new year, SJS puppy, and looking forward to Q1 2025.

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.

SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.

SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.

As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.

This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.

SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors in Ohio ranking, as part of a ranking of wealth advisors within the United States.

One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.

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.

Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!

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.

SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investor Advisor) Firms.