By Founder & CEO Scott J. Savage.
At SJS, one of our treasured values is Giving Back. When you have a great team (and we do!), it means you have the privilege of not only taking care of your clients, but also the communities where we all live, work, and play.
Time, talent, and treasure are the three ingredients, along with desire, that can drive tremendous change. Many companies choose one cause to support, and that’s great! At SJS, we have chosen one cause too: our local communities. That allows us to focus on a variety of organizations and projects that are near and dear to our team, our families, and our clients.
One such organization is Metroparks Toledo. Just last month on the east side of downtown Toledo along the shoreline of the Maumee River, we dedicated the 19th park in our diverse and award-winning park system, the Glass City Metropark. This dedication was the first major step in building the Glass City Riverwalk, a brand new 300-acre contiguous park that will connect five miles of trails and one-of-a-kind amenities on both sides of the Maumee River, connecting the east and west sides of the central city like never before and turning it into the best riverfront park in the country!
With the help of my fellow commissioners and neighborhood kids, I had the great privilege of "throwing the switch" on the transformational park in east Toledo (pictured below). In my 20 years of involvement as a volunteer for Metroparks Toledo, I can’t recall a more rewarding feeling! We are looking forward to the positive impact from this project on our local community for years to come.
Glass City Metropark Phase 2 Grand Opening. Photo: Metroparks Toledo.
SJS also has dozens of clients that are nonprofit organizations whose assets we manage. We advise them on topics of good governance and planning, guided by their clear Mission and inspired by their Vision that is grounded in their institutional Value system. In turn, these organizations can thrive and grow and be more effective and deliver bigger impact. We are proud and grateful for the relationships we’ve formed with these organizations over the years.
The SJS Mission is to empower you to build a better life. That extends to our teammates, clients, and community members. I have deep gratitude for my teammates at SJS who created the supportive culture that allows me and my fellow colleagues the opportunity to be part of improving our respective communities.
Important Disclosure Information:
There is no guarantee investment strategies will be successful. Past performance is no guarantee of future results. Diversification neither assures a profit nor guarantees against a loss in a declining market.
Advisory services are provided by SJS Investment Services, a registered investment advisor (RIA) with the SEC. Registration does not imply a certain level of skill or training. SJS Investment Services does not provide legal or tax advice. Please consult your legal or tax professionals for specific advice.
Hyperlinks to third-party information are provided as a convenience.
Suggested Reading
SJS Investment Services has been recognized in CNBC’s 2024 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the USA.
SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investor Advisor) Firms.
Every four years, we get the same question (whether you have asked it, or you are thinking it) – how will the election affect my portfolio?
As we approach the end of the year, we want to highlight some important financial items to review before the new year.
This Outlook includes our discussion of election time, financial to-dos before the end of the year, new SJS Perrysburg office, SJS Team updates, and looking forward to Q4 2024.
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.
As I approach my 40th anniversary as a financial advisor, I can't help but look back on the road I've traveled.
While people commonly hold their cash within checking and savings accounts, we want to highlight three short-term, interest-bearing investments that can be held within your investment account.
This Outlook includes Founder & CEO Scott J. Savage’s gratitude for your 40 years of trust, how you can earn more interest on your cash, welcoming new SJS Team members, and looking forward to Q3 2024.
For five graduating high school Seniors who shadowed us recently, we asked each student to write a summary of what they learned during the week.
One of The Ability Center’s services is the Assistance Dog training program, which helps individuals with disabilities achieve greater independence.
When working with investment managers, we want them to share that same client-first philosophy and sit on the same side of the table with us.
We want to emphasize some best practices that can help us work together to ensure your information and assets remain safe.
The Outlook includes our evolving MarketPlus® Investing philosophy by standing on the shoulders of giants, and ways to help protect your personal information and financial assets. We also highlight The Ability Center and look forward to Q2 2024.
SRDAX is a shining example of the value alternatives can bring to traditional stock and bond strategies.
As we begin the new year, we have some ideas for concrete actions to start your new year on the right foot, financially.
Isn’t this picture magical? It's Main Street in Sylvania, Ohio, the small town where I founded SJS over 28 years ago!
The SJS Q4 2023 Outlook includes our insights on small town values, MarketPlus® Investing, and planning financially for the new year. We also highlight new SJS Team members and look forward to Q1 2024.
To help you financially plan for 2024, we provide this resource with important numbers for the upcoming year.
SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investor Advisor) Firms.
In addition to family gifting, many individuals support giving to organizations that aim to help their communities. We highlight some strategies to make the most of your giving dollars.
You can consider putting excess cash into a money market fund, short-term U.S. Treasury bonds, or a short-term bond mutual fund / ETF.
The future of the housing market is uncertain, and its resilience will be a crucial factor in the broader economic landscape.
The SJS Q3 2023 Outlook includes our insights on gifting and charitable contributions as well as U.S. real estate. We also look forward to Q4 2023.
SJS Investment Services has been recognized in CNBC’s 2023 FA 100 list, an annual ranking of registered investment advisory (RIA) firms within the United States.
International Samaritan is a 501(c)(3) nonprofit organization that is working to break the chains of poverty and improving lives, particularly within garbage dump communities worldwide.
SJS has been recognized in Financial Advisor Magazine’s 2023 Registered Investment Advisor (RIA) Ranking, an annual ranking of independent investment advisory firms within the United States.
The SJS Mission is to empower you to build a better life. That extends to our teammates, clients, and community members.
The SJS Q2 2023 Outlook includes our insights on building up our local communities as well as market performance so far in 2023. We also share even more members of the SJS family and look forward to Q3 2023.
It’s important to recognize how difficult it is to predict what will happen in the short-term for investment markets, and how much margin for error there should be for any prediction.