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Sjs Investment Services
SEC-regulated
Registered investment advisor
SJS Investment Services, founded in July 1995 by Scott J. Savage, is a registered investment advisory firm specializing in institutional quality investment management services for clients with portfolios exceeding $1 million. As fiduciaries, they act in clients' best interests, providing investment advice under the Investment Advisers Act of 1940 and ERISA regulations. Services include tailored investment strategies for individuals, families, institutions, public funds, and retirement plans. The firm offers financial planning, asset management, and consultation services, with a focus on risk management and diversification. SJS charges a tiered "fee only" structure based on assets under management, with fees calculated quarterly. The firm does not charge performance-based fees and does not vote proxies for client securities. SJS emphasizes research-driven investment strategies, led by the Chief Investment Officer and Investment Committee, ensuring best execution and transparency in brokerage practices. Clients receive regular performance reports and have the option to review and approve investment decisions. SJS does not have any disciplinary history and maintains financial transparency, with total assets under management reported as $2.5 billion as of December 31, 2024.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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