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SJS Investment Services
SJS Investment Services is an independent financial advisory firm built on Midwest values and serving clients nationwide. For over 30 years it has helped...
SJS Investment Services
SJS Investment Services is an independent financial advisory firm built on Midwest values and serving clients nationwide. For over 30 years it has helped individuals, families, and organizations across the United States pursue their financial goals, putting clients’ interests first. The firm’s proprietary MarketPlus® Investing process blends science and structure, and its services include investment management, financial and goal-based planning, retirement strategies, tax and estate coordination, legacy support, business succession planning, and philanthropic giving.
General information
Firm type
Asset Manager
Year founded
1995
Location
Region
North America
Country
United States
City
Sylvania
Corporate office
Sylvania, OH, United States
Principals
Scott J. Savage
Founder and CEO
Bobby Adusumilli
Investment / Compliance Associate
Elizabeth Speweik
Client Services Associate
Chris
Chief Operating Officer
Marcus Doore
Executive Assistant
Grant Sims
CFP®, financial advisor
Frequently asked questions
Where does SJS Investment Services custody client assets?
SJS Investment Services does not custody client assets directly. The firm reports in regulatory filings that client accounts are held at qualified independent custodians, with the adviser authorized to direct trades but not to take possession of funds or securities.
Does SJS Investment Services manage any private funds or proprietary investment products?
Based on its public regulatory filings, SJS Investment Services does not sponsor or manage private funds, proprietary hedge funds, or pooled investment vehicles. The firm relies on externally managed securities and funds when constructing client portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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