SJS Investment Services reposted this
We would like to welcome Ryan Stoller, CRPC™ to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor. https://lnkd.in/gaJ2tVrc
SJS Investment Services has been advising people, families, organizations, and communities, managing their assets, and in general, being there for them since 1995. Our time-tested investment philosophy builds on the research of Nobel Laureates and experienced practitioners, implementing in the real world what has been emphasized in the ivory towers. We have approximately $2.2 billion* in assets under management. But most important, we bring major money center investment experience to you through MarketPlus® Investing, and a team of people whose small-town values put you first, all the time, every time. That’s what sets SJS Investment Services apart. *as of 12/31/2023
External link for SJS Investment Services
6711 Monroe Street, Bldg IV, Suite A
Sylvania, Ohio 43560, US
6720 North Scottsdale Road
Suite 375
Scottsdale, Arizona 85253, US
200 W. Madison Street
Suite 2100
Chicago, Illinois 60606, US
SJS Investment Services reposted this
We would like to welcome Ryan Stoller, CRPC™ to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor. https://lnkd.in/gaJ2tVrc
We would like to welcome Ryan Stoller, CRPC™ to the SJS Team! Ryan serves SJS and our clients as an Associate Advisor. https://lnkd.in/gaJ2tVrc
This summer, we had the pleasure of working with Elizabeth Molique and Isabelle Szenderski during their internships with us. We asked each of them to write a summary of what they did throughout the summer. We really enjoyed getting to know Elizabeth and Isabelle, value all of their contributions to improving SJS, and wish them all the best going forward! https://lnkd.in/g2xdvx7f
Recently, Ryan Walter, Andrew Schaetzke, CFP®, Jeff Lewis, and Kirk Ludwig, AIF® had the honor of participating in the annual Kaitlyn's Cottage golf outing. Kaitlyn's Cottage is a country cottage in Defiance, Ohio providing day, evening, and overnight respite for people who live with intellectual and physical disabilities. If you would like to learn more about Kaitlyn's Cottage or support their great work, please visit the following website. https://lnkd.in/g-Gj9TBR
Members of the SJS team had the privilege of participating in the annual Zepf Center golf outing at Toledo Country Club for the fifth consecutive year. We are proud to support the great work the Zepf Center does for individuals in the Toledo area. Our team enjoyed a festive "Christmas in July" celebration while participating in this wonderful event!
At SJS, we are committed to making a meaningful impact in our community. Recently, three of our team members from the Scottsdale Office, Jennifer Smiljanich, CFP®, Austin Grizzell, CFP® CPWA®, and our summer intern Elizabeth Molique, had the privilege of volunteering at United Food Bank, an organization dedicated to addressing food insecurity across Arizona. Our team, alongside other dedicated volunteers, worked to collectively pack 1,400 bags of food destined for distribution. We are proud to be volunteers for an organization where we can make a difference and help reduce food scarcity!
SJS Investment Services has been recognized in Financial Advisor Magazine’s 2024 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.[1] “Thank you, Financial Advisor Magazine, for recognizing SJS Investment Services again this year in the RIA ranking. It is a true honor and speaks loudly to the care we deliver to our clients, as well as their continued faith and trust in our firm, in our MarketPlus® Investing process, and in our Team,” says Founder & CEO Scott Savage. Please see this blog post for more information about the ranking and methodology. https://lnkd.in/gN4xt5Ze [1] “FA RIA Survey & Ranking 2024”. Financial Advisor Magazine, July 2024, fa-mag.com.
Founder & CEO Scott Savage: As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled. You have traveled it with me, perhaps for many years. Have I thanked you lately for that early trust? Well, a thank you may be overdue. https://lnkd.in/dQ7-5NTY
There are many ways to potentially increase the amount of interest you receive on your cash savings. While people commonly hold their cash within checking and savings accounts, we highlight three short-term, interest-bearing investments that can be held within your investment account. https://lnkd.in/gU75Nmns