Sisung Investment Management Services LLC

Sisung Investment Management Services, LLC (SIMS) is a registered investment advisor established in 1995, managing over $1 billion in assets for corporations, public institutions, and high net worth individuals. The firm's investment committee, with over a hundred years of combined experience, focuses on creating diversified portfolios with managed risks tailored to clients' needs. SIMS offers discretionary and non-discretionary advisory services, including investment supervisory services with a variety of securities such as exchange-listed securities, ETFs, and government and corporate debt. Clients receive continuous and regular supervisory services based on individual needs, including specific investment restrictions if desired. SIMS' fee structure is based on a percentage of assets under management, with negotiable management fees. The firm's investment strategies include Strategic Cash Management, Fixed Income Management, and Equity Management, utilizing fundamental, technical, and cyclical analysis to make informed investment decisions. SIMS does not sponsor Wrap Fee Programs and has no minimum account size requirement. The firm upholds a Code of Ethics to ensure client interests are prioritized, and clients receive periodic portfolio reviews and detailed reports. SIMS does not hold custody of client assets, and clients' securities are held at qualified custodians. The firm also provides proxy voting services and maintains transparency in its voting practices. SIMS is a fiduciary acting in clients' best interests and is registered with the SEC.