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Sisto Investment Advisory
SISTO INVESTMENT ADVISORY, LLC is a state-registered investment adviser in ROSEVILLE, CA. The firm manages approximately $55 million in regulatory assets.
Overview
SISTO INVESTMENT ADVISORY, LLC is a state-registered investment adviser in ROSEVILLE, CA. The firm manages approximately $55 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Sisto Investment Advisory provide?
As an RIA, the firm offers investment management, portfolio construction, and financial planning to high-net-worth clients. Services are tailored per account rather than pooled, with asset allocation decisions made at the household level.
What types of investments does Sisto Investment Advisory use?
Public equities, fixed income instruments, cash alternatives, and select alternative investments are used. Portfolios are constructed using exchange-traded products and direct securities rather than private fund commitments, as per typical RIA practices.
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