Client Experience

The SJS Process

Since 1995, SJS has taken pride in our proven process that helps our clients reach their financial goals. It all begins with building a relationship with each client and maintaining that relationship through prompt, attentive communication and guidance.

First, we will have a discovery meeting so we can get to know you and discuss your priorities, risk tolerance, and liquidity needs. Your initial investment allocation will be designed in alignment with your goals.

We will then work with you to review your portfolio as needed through regular meetings to provide recommendations that help meet your changing needs. You will also gain access to a full professional network of financial experts and advisors to answer questions and offer support.

Our Services:

  • Through our proprietary investment process, MarketPlus® Investing, we monitor global financial markets and the economic environment daily, make strategic portfolio decisions, and rebalance to stay true to your goals and your risk tolerance.

    Our Investment Committee will analyze the more complex considerations, such as evaluating changes to your asset classes and determining whether new investment offerings may be viable opportunities.

  • We are here for you for your financial planning needs. People call on us to accompany them through all of life’s events. Our work is about more than just money and knowing how to invest that money. It’s about taking care of people and causes that matter to you; it’s about being your trusted advisor.

  • We can help you document what you want your legacy to be and help you direct your money to achieve this. We can assist you and your other professionals to explore charitable opportunities, design a plan for giving, implement it, and evaluate the impact. We also provide services geared to help the next generation of your family make wise financial decisions.

  • Whether your goal is to save for a new house, plan for a career change, or cover your children’s education expenses, SJS is here to help. Our financial advisors can help you invest with different priorities in mind and track your progress along the way, answering your questions and being there whenever you need us.

  • When nearing retirement, it can be a challenge to determine income goals and how to reach them. Our wealth management team can help identify sources of income, estimate expenses, implement a savings program, and manage assets. Our goal is to ease any worries and help you live the way you want.

  • Since 1995, SJS has been working with business owners to help plan, consult, and develop a strategy to monetize their life’s work. As your partner, we will provide the tools, advising, and resources needed during business transitions.

  • We can help you connect your money with your values by designing and implementing socially responsible investment screens. These screens more closely align your portfolio with your beliefs while still maintaining broad market exposure.

MySJS Portal & Technology

MySJS Portal provides one streamlined spot to view daily performance updates on your portfolio on your desktop, tablet or mobile device. You may also link outside investment holdings to view your full financial picture in one place. We build customized reporting showing your performance compared to a relevant index so that we are held accountable to you.

MySJS Portal

Putting You First

SJS Investment Services is an independent financial advisory firm dedicated to putting your best interests first—delivering personalized, fiduciary-driven investment solutions every step of the way. Your best interests are top priority for us, and our investment philosophy and service standards are built on this unwavering commitment and fiduciary duty.

We take pride in providing a client experience based on the following:

  • It’s not just a slogan; it’s our way of life. At SJS, we’re committed to putting you first. This client-first philosophy is the foundation of everything we do.

  • Our science-based investment process, MarketPlus® Investing, adapts to your life’s changing stages. It’s simple, transparent, and driven by data—not speculation. Whether you live near or far, we aim to provide the expertise of a major money center investment experience whenever you need it.

  • When you work with one of us, you get the collective strength of the entire team. We call it bench strength. While you may interact with a few of us regularly, you have all of us behind you, working together for your success.

  • We can coordinate with your other professionals—whether it’s your accountant for tax planning or your estate planning attorney for proper account titling and beneficiary designations—to ensure all aspects of your financial life work seamlessly together.

  • As an independent registered investment advisory firm with the U.S. Securities and Exchange Commission (SEC), we prioritize transparency in our fees. We charge a fee based on assets under management, paid directly by our clients—nothing hidden, just straightforward.

  • Our team includes Chartered Financial Analysts (CFAs) and CERTIFIED FINANCIAL PLANNER® (CFP®) charterholders. We’re committed to continuous learning to provide you with the best advice, exactly when you need it.

Schedule a Discovery Meeting

We are here to help meet your needs at every step of the SJS Client Experience. Contact us for a complimentary discovery meeting.

Call (800) 434-4406, fill out the form below or visit our Contact page for more information.