A complete list of active advisors currently associated with SJS Investment Services

Warmer can help you find a great advisor at SJS Investment Services or one who fits your needs even better.

SJS Investment Services provides institutional-quality investment management and financial planning to a mix of individual and institutional clients, including high net worth individuals, retirement plans, non-profits, endowments, and public entities. The firm generally targets portfolios of at least $1 million and offers discretionary portfolio management, financial planning, retirement-plan fiduciary services, and consultative support, with the option to engage third‑party sub‑advisors. Investment decisions are guided by an Investment Committee led by the firm’s CIO and emphasize asset-class diversification and a “total portfolio” approach, implemented through model portfolios and daily account downloads with at least quarterly reporting. Strategies may include allocations to private equity and private fixed‑income vehicles, use of sub‑advisors that can employ leverage, and the preparation of portfolio and cash‑flow projections to inform implementation. Compared with many multi-team advisers, SJS explicitly offers public funds advisory services and works with government entities—customizing investment policy statements, analyzing cash flows, and providing monthly reporting—which is uncommon among peers. The brochure also discloses the use of portfolio and cash‑flow projections (hypothetical performance) in client materials, and the firm operates on a fee‑only, fiduciary basis while noting an affiliated entity that may offer insurance products.

To learn more about the advisors currently working at SJS Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.