Description:
SJS Investment Consulting, Inc. was founded in 1995 to provide institutional quality investment services to clients with portfolios of $1 million or more. The disciplined process that we implement for our clients sets us apart from the typical retail investment experience.
The hallmarks of our investment approach provide a firm foundation for a superior client experience:
- Independence
- Academic Rigor and Research
- Disciplined Detail Management
Our process takes a comprehensive, holistic approach to the Total Wealth Management of each client, so that the investment solution is integrated with the near term and long term objectives of the client. Each portfolio is designed to optimize investment returns consistent with the risk being assumed.
By delivering a reliable investment experience, we help clients achieve their goals. Our 98% client retention rate provides evidence that we are achieving the standard expected by those we serve.
SJS Investment Consulting provides advice and services to a range of clients including business owners, executives, corporate plan sponsors, public funds, charitable foundations, and trusts. Our professionals advise and manage more than $550 million in assets for approximately 250 client relationships. |
Investment Consulting 
