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SJS Investment Services
SJS Investment Services, a fee-only RIA in Sylvania, Ohio, manages discretionary portfolios for individuals and institutions.
SJS Investment Services
SJS Investment Services is a fee-only registered investment adviser headquartered in Sylvania, Ohio. The firm provides discretionary portfolio management and financial planning services to a client base composed primarily of individuals and small institutions. The firm constructs client portfolios through a blend of third-party mutual funds, exchange-traded funds, and individual securities, with allocations shaped by risk tolerance and time horizon. It offers separate account management as well as access to wrap-fee programs, giving clients exposure across equity, fixed-income, and alternative asset classes. Investment policy statements govern each advisory relationship, and the firm reports that it does not custody client assets directly. SJS Investment Services operates from a single location in Sylvania. The firm's public filings indicate no adjacent private vehicles, institutional fund structures, or philanthropic foundations. Its advisory team provides ongoing portfolio monitoring and rebalancing alongside standalone financial planning engagements. The firm's structural differentiator is its posture as an independent, locally rooted RIA in a market dominated by large broker-dealers and bank trust departments. This independence allows SJS to operate without proprietary product mandates or sales quotas, a governance model that places the firm's compensation solely on an advisory-fee basis.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Sylvania
Corporate office
Sylvania, OH, United States
Frequently asked questions
Is SJS Investment Services a single family office or a registered investment adviser?
SJS Investment Services is a registered investment adviser (RIA), not a family office. It files Form ADV with the SEC and serves a broad base of individual and institutional clients on a fee-only basis, distinguishing it from entities that manage capital for a single family.
How does SJS Investment Services charge for its advisory services?
The firm operates on a fee-only basis, charging clients a percentage of assets under management for discretionary portfolio management. Standalone financial planning services may be billed separately at an hourly or fixed rate. This structure avoids the conflicts associated with commission-based revenue.
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.
What investment strategies does SJS Investment Services employ?
The firm builds portfolios using a mix of mutual funds, ETFs, and individual stocks and bonds. Allocations are determined by client-specific investment policy statements and typically span core equity, fixed-income, and, where suitable, alternative investment exposures via third-party vehicles.
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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