Asset ManagerRIA · CRD 107219SEC-Registered

Updated:

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.

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