Get Started
Next Steps
With over 30 years of experience serving Toledo and Northwest Ohio, SJS Investment Services is proud of the legacy we’ve built by being there for clients when we’re needed most.
If you would like to learn more about SJS and all we can do for you, please fill out the form below to schedule a discovery meeting. Together, we will gather your financial and investment information so we can offer a diagnostic of your current situation, our recommendations for moving forward, and details on our investing approach.
Finding the Right Fit
You want to work with a financial advisory firm whose values and commitments match yours. We typically work with clients who:
Seek a nationally recognized financial partner who can go beyond investment management to provide comprehensive financial planning
Value a team approach that combines small-town values and a major money market center experience
Appreciate a disciplined and proprietary investment process, MarketPlus® Investing, that incorporates academic advances in portfolio design with the team’s investment experience
Seek a team that includes Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP®) certificants
Want regularly scheduled contacts with their advisor, plus the encouragement to reach out for help with the financial decisions that arise between meetings
If SJS seems like the right fit for you, please contact us to request a discovery meeting to get started.
