We focus on the people side of the business, not just money. Understanding what is important to you is where we start. Since 1995, we’ve been advising people, families, organizations, and communities, managing their assets with a commitment to put you first, all the time, every time.

Our proprietary investment management process, MarketPlus® Investing, is a science-based approach that structures investments and designs portfolios to help clients achieve their specific financial goals.

While many firms rely solely on a sound investment philosophy and track record, SJS combines these with a team whose small-town values ensure that putting people first is at the core of everything we do.

With offices in Sylvania, Ohio; Scottsdale, Arizona; Chicago, Illinois; and Perrysburg, Ohio we bring a major money center investment experience to our clients through MarketPlus® Investing.