SJS Investment Services Recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor Ranking
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.
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.[1]
“Thank you, Financial Advisor Magazine, for recognizing SJS Investment Services again this year in the RIA ranking. It is a true honor and speaks loudly to the care we deliver to our clients, as well as their continued faith and trust in our firm, in our MarketPlus® Investing process, and in our Team,” says SJS Founder & CEO Scott J. Savage.
Financial Advisor (FA) Magazine’s 2024 RIA Survey & Ranking is a ranking based on assets under management as of December 31, 2023. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. The survey did not apply to hybrid RIAs and corporate RIAs. SJS completed the survey in April 2024 using data as of December 31, 2023. There is no fee to apply or to secure placement within the ranking. Additional information regarding the 2024 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA RIA Survey & Ranking 2024”. Financial Advisor Magazine, July 2024, fa-mag.com.
[2] “2024 RIA Survey & Ranking: RIAs Confront Their Own Success”. Eric Rasmussen, 12-Jul-2024, fa-mag.com.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Scott Savage Recognized In The Forbes / SHOOK 2024 Best-In-State Wealth Advisors Ranking
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.
SJS Investment Services Founder & CEO Scott J. Savage has been recognized in the Forbes / SHOOK 2024 Best-In-State Wealth Advisors ranking, as part of a ranking of wealth advisors within the United States.[1]
“This recognition is affirming to our Team, and we attribute this to the faith, commitment, and loyalty that our clients have demonstrated to SJS over the last 28 years,” says Scott.
As detailed in the ranking methodology, the Forbes / SHOOK 2024 Best-In-State Wealth Advisors ranking, developed by SHOOK Research, “is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.”[2] Advisors have a minimum of seven years experience. Portfolio performance is not a criterion. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings.[2] SHOOK Research received 44,990 nominations, invited 23,876 advisors to complete their online survey, performed 20,412 telephone interviews, conducted 4,926 in-person interviews at advisors’ locations, and conducted 1,507 virtual interviews. Additional information about the ranking methodology can be found here.[2]
In August 2023, SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, AUM growth, typical client relationship size, and minimum account size for new business. Neither Scott Savage nor any other employees of SJS Investment Services provided any payment to Forbes or SHOOK Research in exchange for rankings.
If you would like to learn more about how Scott and the SJS Team work with families, business owners, and institutions, please feel free to reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “Best-In-State Wealth Advisors”. Sergei Klebnikov & SHOOK Research, 03-Apr-2024, forbes.com.
[2] “Methodology: Best-In-State Wealth Advisors 2024”. R.J. Shook, 03-Apr-2024, forbes.com.
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In The Forbes / SHOOK 2023 List Of America's Top RIA Firms
SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investment Advisor) Firms.[1]
“This recognition is affirming to our Team, and we attribute this to the faith, commitment, and loyalty that our clients have demonstrated to SJS over the last 28 years,” says SJS Founder & CEO Scott J. Savage.
In the introduction to this year’s Top RIA Firms webpage, the authors affirmed, “All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”[1]
As detailed on the methodology webpage, the Forbes / SHOOK 2023 list of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. SHOOK Research received 42,643 nominations based on thresholds, invited 23,100 firms to complete their online survey, performed 18,417 telephone interviews, conducted 4,281 in-person interviews at advisors’ location, and conducted 1,487 virtual interviews. Additional information about the ranking methodology can be found on the Forbes website.[1][2]
In April 2023 and August 2023, SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including assets under management, revenue, typical client relationship size, and minimum account size for new business. Neither SJS Investment Services nor any of its employees provided any payment to Forbes or SHOOK Research in exchange for rankings.
If you would like to learn more about how the SJS team works with families, business owners, and institutions, please feel free to reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “America’s Top RIA Firms”. Sergei Klebnikov & SHOOK Research, 10-Oct-2023, forbes.com.
[2] “Methodology: America’s Top RIA Firms 2023”. R.J. Shook, 10-Oct-2023, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In CNBC's 2023 FA 100 List
SJS Investment Services has been recognized in CNBC’s 2023 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.
SJS Investment Services has been recognized in CNBC’s 2023 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“This recognition is affirming to our Team, and we attribute this to the faith, commitment, and loyalty that our clients have demonstrated to SJS over the last 28 years,” says SJS Founder & CEO Scott J. Savage.
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2023 FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process by CNBC and AccuPoint Solutions, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria. CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details. The CNBC team verified that data with the SEC regulatory database. CNBC and AccuPoint also considered additional information including total assets under management (AUM), years in business, accounts under management, regulatory / compliance record, number of certified financial planners, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, percentage of discretionary assets under management, and number of states where the RIA is registered. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms. There is no fee to apply or to secure placement within the ranking. Additionally, an advisor’s appearance on this ranking does not constitute an individual endorsement by CNBC of any firm. Further methodology information can be found on the CNBC website.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA 100: CNBC ranks the top-rated financial advisory firms of 2023”. CNBC.com Staff, 12-Sep-2023, cnbc.com.
[2] “Here’s how we determine the FA 100 ranking for 2023“. CNBC.com Staff, 12-Sep-2023, cnbc.com.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In Financial Advisor Magazine’s 2023 Registered Investment Advisor Ranking
SJS has been recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 28 years,” says SJS Founder & CEO Scott Savage.
Financial Advisor (FA) Magazine’s 2023 RIA Survey & Ranking is a ranking based on assets under management as of December 31, 2022. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. The survey did not apply to hybrid RIAs and corporate RIAs. SJS completed the survey in April 2023 using data as of December 31, 2022. There is no fee to apply or to secure placement within the ranking. Additional information regarding the 2023 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA’s RIA Survey & Ranking 2023”. Financial Advisor Magazine, July/August 2023, fa-mag.com.
[2] “2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality”. Eric Rasmussen, 14-Jul-2023, fa-mag.com.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In The Forbes / SHOOK Research 2022 List Of America's Top RIA Firms
SJS Investment Services has been recognized in the Forbes / SHOOK Research 2022 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Investment Services has been recognized in the Forbes / SHOOK Research 2022 list of America’s Top RIA (Registered Investment Advisor) Firms.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty the SJS team has demonstrated to our wonderful clients over the last 27 years,” says SJS Founder & CEO Scott Savage.
The Forbes / SHOOK Research 2022 list of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK research receive a fee in exchange for rankings. SHOOK Research received 36,535 nominations based on thresholds, invited 21,116 firms to complete their online survey, performed 15,342 telephone interviews, conducted 3,250 in-person interviews at advisors’ location, and conducted 1,357 virtual interviews. Additional information about the list methodology can be found here.[2]
In April 2022, SJS Investment Services responded to an online survey provided by SHOOK Research, providing quantitative and qualitative information including AUM size, AUM growth, typical client relationship size, and minimum account size for new business. Additionally, SJS Investment Services participated in a telephone interview with SHOOK Research in June 2022. Neither SJS Investment Services nor any of its employees provided any payment to Forbes or SHOOK Research in exchange for rankings.
If you would like to learn more about how the SJS team works with families, business owners, and institutions, please feel free to reach out to us. We are always here to listen and assist.
Important Disclosure Information And Sources:
[1] “America’s Top RIA Firms 2022”. Sergei Klebnikov & SHOOK Research, 25-Oct-2022, forbes.com.
[2] “Methodology: America’s Top RIA Firms 2022”. R.J. Shook, 25-Oct-2022, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In Financial Advisor Magazine’s 2022 Registered Investment Advisor Ranking
SJS has been recognized in Financial Advisor Magazine’s 2022 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2022 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 27 years,” says SJS Founder & CEO Scott Savage.
Financial Advisor (FA) Magazine’s 2022 RIA Survey & Ranking is a ranking based on assets under management as of 31-Dec-2021. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. FA Magazine verifies AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Corporate RIA firms and Investment Advisor Representatives (IARs) are not eligible. There is no fee to apply or to secure placement within the ranking. 534 RIA firms are included in the 2022 ranking. FA Magazine does not track the number of firms that applied but failed to meet the required criteria. Additional disclosure information regarding the 2022 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA’s RIA Survey & Ranking 2022”. Financial Advisor Magazine, July 2022, fa-mag.com.
[2] “Goodbye To All That”. Eric Rasmussen, 15-Jul-2022, fa-mag.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Scott Savage Recognized In The Forbes 2022 Ranking Of Best-In-State Wealth Advisors
SJS Investment Services Founder & CEO Scott Savage has been recognized in the Forbes 2022 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.
SJS Investment Services Founder & CEO Scott Savage has been recognized in the Forbes 2022 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty the SJS Team has demonstrated over the last 26 years,” says Scott.
The Forbes 2022 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. SHOOK Research received 34,925 nominations, invited 19,640 advisors to complete their online survey, performed 14,476 telephone interviews, conducted 2,657 in-person interviews at advisors’ location, and conducted 1,311 Web-based interviews. Additional information about the ranking methodology can be found here.[2]
SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, AUM growth, typical client relationship size, and minimum account size for new business. Neither Scott Savage nor any other employees of SJS Investment Services provided any payment to Forbes or SHOOK Research in exchange for rankings, nor participated in any other interviews with Forbes or SHOOK Research, nor is aware of who nominated Scott for the ranking.
If you would like to learn more about how Scott and the SJS team work with families, business owners, and institutions, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “Forbes Best-In-State Wealth Advisors”. Jason Bisnoff & SHOOK Research, 07-Apr-2022, forbes.com.
[2] “Methodology: Forbes Best-In-State Wealth Advisors 2022“. R.J. Shook, 07-Apr-2022, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In CNBC's 2021 FA 100 Ranking
SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.
SJS Investment Services has been recognized in CNBC’s 2021 FA 100 Ranking, an annual ranking of registered investment advisory (RIA) firms within the United States.[1]
“This recognition by CNBC is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 26 years,” says SJS Founder & CEO Scott Savage.
CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for the 2021 FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ database of registered investment advisors. This analysis started with an initial list of 38,302 RIA firms. Through a process, the list was eventually cut to 749 RIAs, with those firms meeting CNBC’s proprietary criteria. (All the data collected from the RIAs was information culled from the firm’s filings with the Securities and Exchange Commission.) CNBC staff sent an email survey to all those firms that met the initial criteria to gather more details, which SJS Investment Services responded to. AccuPoint again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included the advisor’s compliance record, number of years in the business, number of employees, number of investment advisors registered with the firm, the ratio of investment advisors to total number of employees, total assets under management, percentage of discretionary assets under management, total accounts under management, number of states where the RIA is registered, and country of domicile. There is no fee to apply or to secure placement within the ranking.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “FA 100: CNBC ranks the top-rated financial advisory firms of 2021”. CNBC.com Staff, 06-Oct-2021, cnbc.com.
[2] “Here’s how we determine the FA 100 ranking for 2021“. Jim Pavia, 06-Oct-2021, cnbc.com.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In Financial Advisor Magazine’s 2021 Registered Investment Advisor Ranking
SJS has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2021 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 26 years,” says SJS Founder & CEO Scott Savage.
Financial Advisor (FA) Magazine’s 2021 RIA Survey & Ranking is a ranking based on assets under management as of 31-Dec-2020. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. FA Magazine verifies AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Corporate RIA firms and Investment Advisor Representatives (IARs) are not eligible. There is no fee to apply or to secure placement within the ranking. 607 RIA firms are included in the 2021 ranking. FA Magazine does not track the number of firms that applied but failed to meet the required criteria. Additional disclosure information regarding the 2021 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.[1][2]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “The Future Is Now”. Eric Rasmussen, 16-Jul-2021, fa-mag.com.
[2] Additional information regarding the rankings can be found in the 2021 RIA Survey & Ranking PDF: “2021 RIA SURVEY”. Financial Advisor Magazine, July / August 2021, fa-mag.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Helping You, Not Judging You
People generally don’t want to feel judged for past financial decisions. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions.
By SJS Investment Services Founder & CEO Scott Savage.
Recently, I met with a long-time client for a prototypical portfolio review meeting, like we have had for many years. His portfolio and other existing assets provide more than enough income for him and his family to live comfortably. Unexpectedly, he nervously asked whether I would be willing to analyze all of his assets and liabilities, and provide any recommendations.
Since he uses other investment managers in addition to SJS, he wasn’t sure whether I would be willing to analyze all of his statements and files. Over the years, I have found that the more information we at SJS have, the better our advice can be. Additionally, these types of whole picture financial analyses tend to be really useful, as they remind people of previous financial decisions and spur them to make potentially useful changes going forward. So I told him sure thing.
The SJS team and I reviewed all of his statements and spreadsheets, consolidated all of the information into a more digestible format, analyzed his assets and liabilities, identified some areas that could be simplified and improved, and created a short presentation with our findings.
I have learned that if I present people with too much information (particularly recommendations) too quickly, they tend to think they have to do too much too fast. Paradoxically, this often prevents them from starting to make changes in the first place.
So the next time I met with him, I just wanted to have a conversation with him instead of going through all of the observations and recommendations. Given his situation, there was no need to make quick changes. I was curious what had changed in his life to open up as he had. We talked about his future financial goals, what he wants to do with his time and wealth, what recommendations he is looking for. Throughout his life, partially because of his busy work life, he made financial decisions that he never changed, and he had many investment accounts with many investment managers. None of this surprised me, as it is easy to not regularly review finances while daily life is moving so fast.
However, what struck me the most was he said that he never asked me or another investment manager to review his total financial picture because he was afraid that we would judge him for his past decisions.
Unfortunately, in my experience, his want to not feel judged for his financial decisions is not unusual. Many current clients waited a long time to meet with me initially because they were feeling insecure and embarrassed about their past decisions. I have even seen this with my own family and close friends.
This is one of the reasons why I started SJS over 25 years ago. Money is one of the areas of life that people feel most uncomfortable talking about, and everyone I know feels some regret about past financial decisions. Anyone who says they have no regrets is simply not being honest.
When reviewing their finances, people want to feel understood and supported. If they also feel that they are working with someone who is trustworthy and competent, then they are often ready to make important financial decisions. Negatively judging people - particularly in the early going - never helps.
That’s part of why the SJS mission is: “You come first. All the time. Every time.” We want to help you make good financial decisions so that you can live how you want to and leave your impact on the world. It’s not about us and our judgments. It’s about helping you.
When we at SJS meet with current or potential clients, we have a few rules for ourselves in order to help people feel more comfortable with us:
Everything discussed will remain strictly confidential. “Nothing, Nobody, Never“ is our mantra when it comes to sharing confidential information with anyone outside of your permission.
We listen first in order to understand you and your situation.
We never want to make you feel bad for what happened in the past. It’s about understanding your current situation and doing what may help going forward.
We take the time to do the necessary thorough analysis that you deserve.
We aim to provide helpful options and actionable next steps. We do not give ultimatums or pressure you.
If we don’t think we can help, or if we think another professional can help more than we can, we will let you know.
We always strive to do what is best for you.
We at SJS love what we do, because we want to help people. If you ever want to talk with us about your finances, please know that we will do our best to be understanding, supportive, and helpful, not judgmental.
Important Disclosure Information:
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. This material has been prepared for informational purposes only.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Scott Savage Recognized In The Forbes 2021 Ranking Of Best-In-State Wealth Advisors
SJS Investment Services Founder & CEO Scott Savage has been recognized in the top 10 of the Forbes 2021 ranking of Best-In-State Wealth Advisors in Ohio.
SJS Investment Services Founder & CEO Scott Savage has been recognized in the top 10 of the Forbes 2021 ranking of Best-In-State Wealth Advisors in Ohio, as part of a ranking of wealth advisors within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty the SJS team has demonstrated over the last 25 years,” says Scott.
The Forbes 2021 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. SHOOK Research received 32,725 nominations, invited 15,854 advisors to complete their online survey, performed 13,114 telephone interviews, conducted 2,085 in-person interviews at advisors’ location, and conducted 619 Web-based interviews.[2]
SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, AUM growth, typical client relationship size, and minimum account size for new business. Neither Scott Savage nor any other employees of SJS Investment Services provided any payment to Forbes or SHOOK Research in exchange for rankings, nor participated in any other interviews with Forbes or SHOOK Research, nor is aware of who nominated Scott for the ranking.
If you would like to learn more about how Scott and the SJS team work with individuals, families, and institutions, please reach out to us. We are always here to listen and assist.
Important Disclosure Information And Sources:
[1] “Forbes Best-In-State Wealth Advisors”. Jason Bisnoff & SHOOK Research, 11-Feb-2021, forbes.com.
[2] “Forbes Best-In-State Wealth Advisors Methodology 2021“. R.J. Shook, 11-Feb-2021, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In RIA Channel's 2020 Top 100 Wealth Manager List
SJS Investment Services has been recognized in RIA Channel’s 2020 Top 100 Wealth Manager List, an annual ranking of independent investment advisory firms within the United States.
SJS Investment Services has been recognized in RIA Channel’s 2020 Top 100 Wealth Manager List, an annual ranking of independent investment advisory firms within the United States.[1]
“Being recognized by RIA Channel as one of their Top 100 Wealth Managers in 2020 is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 25 years,” says SJS Founder & CEO Scott Savage.
RIA Channel ranked the Top 100 RIA firms of 2020 based on a proprietary set of criteria and data. According to RIA Channel, the ranking is based on both size and growth in assets as of June 30, 2020, as reported to the SEC.[2] RIA Channel uses its RIA Database for regulatory data, organic research, and advisor surveys. There is no fee to apply or to secure placement within the ranking.[3][4]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information and Sources:
[1] “RIA Channel 2020 Top 100 Wealth Managers.” RIA Channel, 2020, riachannel.com.
[2] SJS Investment Services reported total assets under management (AUM) of $2,199,760,896 on Form ADV as of December 31, 2019.
[3] “RIA Channel 2020 Top 100 Wealth Manager List Methodology.” RIA Channel, 2020, riachannel.com.
[4] SJS did not submit a survey to RIA Channel.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services Recognized In Financial Advisor Magazine’s 2020 Registered Investment Advisor Rankings
SJS has been recognized in Financial Advisor Magazine’s 2020 Registered Investment Advisor (RIA) Rankings, an annual ranking of independent investment advisory firms within the United States.
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2020 Registered Investment Advisor (RIA) Rankings, an annual ranking of independent investment advisory firms within the United States.[1]
“Recognition by one of the financial industry’s most respected publications is humbling, and simply reflective of the faith, commitment, and loyalty our clients have demonstrated in SJS over the last 25 years,” says SJS Founder & CEO Scott Savage.
Financial Advisor (FA) Magazine’s 2020 RIA Survey & Ranking is a ranking based on assets under management as of 31-Dec-2019. FA Magazine orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA Magazine’s survey by the given deadline. FA Magazine verifies AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent Registered Investment Advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Corporate RIA firms and Investment Advisor Representatives (IARs) are not eligible. There is no fee to apply or to secure placement within the ranking. 551 RIA firms were included in the 2020 ranking. FA Magazine does not track the number of firms that applied but failed to meet the required criteria.[1]
If you would like to learn more about how we work with families and organizations, please reach out to us. We are always here to listen and assist.
Important Disclosure Information And Sources:
[1]: “RIAs In The Time Of Pandemic.” Financial Advisor Magazine, Aug-2020, fa-mag.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
Hyperlinks to third-party information are provided as a convenience and we disclaim any responsibility for information, services or products found on websites or other information linked hereto.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
The "One" Number That Matters Most
It’s the measurement of how many clients stay with SJS from year to year. Known as client retention, for 2018, our number was a humbling 98%.
By SJS Founder & CEO Scott Savage
Have you ever stopped to think just how much numbers rule our lives?
Numbers help make our streets easier to navigate, save us from speeding tickets, remind us that we’ve been sitting too long and need to move around, and so much more.
In the world of investments, numbers are ever-present and always changing. Numbers saturate the quarterly reports we provide to you, illustrate the ups and downs of the markets, allow us to help you minimize taxable gains – and the list goes on.
Numbers are critical in our daily activities at SJS. Yet to us, ONE number stands out among the many.
What is that number, you ask? It’s the measurement of how many clients stay with SJS from year to year. That number is known as client retention, and our calculations tell us that, for the last year, our number was a humbling 98%.
Our client retention number has been consistently high over the years, meaning few people choose to depart from SJS. But that number makes us happy because it is ONE indicator that tells us we are doing what we say we do – which is putting you first, all the time, and every time.
Our clients tell us that there is a lot more to SJS than portfolio returns. Of course, performance over time matters, but client retention is that ONE indicator that shows how well we are serving clients through the year, and throughout their lives. SJS has been through many bull, bear, and boring markets and countless client life changes. This ONE number demonstrates we’ve been there together.
A high client retention number is indicative of your loyalty, a demonstration we have never taken for granted. Your loyalty allows us to learn how to serve you better, and that can take time. Seldom does life reveal your complete needs over a year or two. And when life happens, we are humbled when one of your first calls is to us.
You know how much we enjoy hearing from you and helping you get to where you are going. Our team is loyal to you, and their loyalty inspires new team members to provide you with the same level of care. Long-term retention, and the loyalty that follows, allows us to be our best for you. Because, when it comes down to it, the ONE number that means the most to us – is YOU.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Industry Speak vs. ‘SJS Speak’
Have you ever read an article in a magazine or newsletter, and come away feeling more confused and with less understanding *after* having read it?
Could you repeat that, please?
By SJS Founder & CEO Scott Savage
Have you ever read an article in a magazine or newsletter, and come away feeling more confused and with less understanding *after* having read it?
Too often, those who write these types of articles spend their time using words that may make the writer sound smarter and well-informed without giving consideration to the people who are actually reading the article. They use lots of big words and industry jargon to give the impression that they REALLY know their stuff. But, in the end, you – the reader – don’t learn anything much.
Consider the following paragraph about SJS, written in a style that we like to call “industry-speak”:
Industry-Speak
Many of our clients come to us to help determine if their net worth is sufficient to fund their liquidity needs, to amortize their debt, and for help investing their 401(k) plans, Roth IRAs, and Trust accounts. They turn to us for a proper asset allocation as to maximize their total return while minimizing flow-through and realized capital gain taxes, and to help them understand how MarketPlus Investing® is better than active investments, including hedge funds, private equity, and Bitcoin. A Monte Carlo simulation is often used to determine the statistical probability of successfully matching assets and liabilities. Also, clients ask for advice on estate planning, gifting, and philanthropic options to consider. SJS provides periodic performance reporting, using time-weighted return calculations relative to an appropriate industry benchmark.
At SJS, we prefer to speak WITH you or TO you – never “at” you. We know some of you may like to read technical terms and take a deep dive into those jargon-infested waters. But many of you just want us to tell you what you need to know, with the message delivered in a concise, easy-to-understand way.
The following paragraph says basically the same things as the “industry-speak” item above – but in a way that we think cuts right to the heart of the matter:
SJS-Speak
As a client of SJS, you want to know whether you have enough money to retire comfortably and take care of the people you love. You want your money to be properly invested for your stage of life and circumstances, and to avoid paying unnecessary taxes. You want SJS to be accountable to your results and make sure that you, the client, are getting paid for the risks you are taking.
Industry-speak or SJS-speak – which do you prefer?
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
Planning for the Future … With YOU, Front and Center
The SJS foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.
By SJS Managing Director Jennifer Smiljanich
Yogi Berra once said:
“It’s tough to make predictions, especially about the future.”
We agree, Yogi! We’re living in a fascinating time where a massive shift in technology and demographics is reshaping nearly every industry, including ours. It’s difficult to remember what technology was like ten years ago, let alone imagining what technology may bring us five to ten years from now.
While the reshaping of the future may be difficult to predict, adapting to these changes can only occur through mindful planning. As you might expect, planning comes naturally to the SJS team. We spend many hours of our day helping you and your families plan for the future. So it may not come as a surprise that we also take the time to plan internally for the future of SJS, putting careful thought into how we grow and adapt to this changing world.
As we grow, our task is to understand what is valuable and meaningful to you today, and also anticipate what may be valuable and meaningful for your tomorrow. The tools we use and the technology we adopt might change more frequently than we’d like, but the connection we share with you is the core of our business – and that will never change. Simply put, we will always want to share in your life’s milestones and to help you reach your goals.
As part of our planning process, the SJS team recently determined the foundation established in 1995 remains as strong as ever and will continue to guide us into the future. Our guiding principles start with servant leadership, which results in a “You Come First. All the Time. Every Time.” culture.
By staying true to these principles, the action steps we take as we move toward the future will be thoughtful and measured. At the end of the day, to serve YOU is the “why” behind the “what” at SJS. You are the heart of why we do what we do. As we continually plan for the future SJS, you – our clients – remain front and center with us.
These principles also apply to how we treat each other, as coworkers and team members, to create the culture at SJS. What makes SJS a special place? We look out for each other, work together, and help one another, to serve this purpose.
Suggested Reading
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]
Medicare Open Enrollment (October 15 – December 7, 2025) is the time to review your current healthcare coverage and make changes for the year ahead.
SJS Investment Services has been recognized in the Forbes / SHOOK 2025 list of America’s Top RIA (Registered Investor Advisor) Firms.
SJS Q1 2025 Outlook includes a market update, team highlights, SJS book club insights and important information on the social security fairness act.
The SJS Annual Report provides updates on the SJS Team, MarketPlus Investing®, SJS purpose, mission, & values, multi-family office services, and SJS community involvement.
To help you financially plan for 2025, we provide this resource with important numbers for the year.
The yield curve isn’t just an academic concept; it impacts real-life decisions.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
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.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
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.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.