Email: badusumilli@sjsinvest.com
Office: (419) 885-2626
Toledo, Ohio Metropolitan Area
Bobby Adusumilli, CFA
Advisor, Compliance Director
Bobby serves our clients as an advisor as well as focuses on portfolio analysis and investment implementation, with the goal of helping investors do better over time.
A former SJS Intern, Bobby brings to SJS a wealth of experience. During his time with Dimensional Fund Advisors, Bobby served as a Portfolio Management Analyst / Associate at offices in Austin, Charlotte, and London, where he worked closely with emerging markets equity portfolios. Additionally, Bobby has been a CFA charterholder since 2021.
Bobby graduated Valedictorian from St. John’s Jesuit High School in Toledo, helping St. John’s win the 2011 Ohio Tennis Team State Championship. He earned his bachelor’s degree in Economics from the University of Chicago, where he captained the men’s varsity tennis team, which advanced to the Final Four twice during his tenure.
In his free time, Bobby teaches the Sanatana Dharma Sunday School at the Hindu Temple of Toledo, participated in the Leadership Toledo 2022-2023 Signature Program, and has taken up Latin dancing. Bobby also serves on the Finance Committee for International Samaritan.
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.
While the returns on your investments are important, so is the safety of your personal information and assets.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
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.
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.
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.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.