# SJS Investment Services

SJS Investment Services is an Asset Manager based in Sylvania, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sylvania, United States
- **Region:** North America
- **Address:** Sylvania, OH, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** sjsinvest.com

## Regulatory record

- **CRD number:** 107219
- **SEC file number:** 801-49585
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107219

## About

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.

## People

- 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

## 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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Last updated: 2026-08-11T15:08:04.536Z

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