By SJS Founder & CEO Scott J. Savage.
Stepping into 2025, SJS is filled with gratitude and excitement as we celebrate our 30th year serving you, our valued clients.
For three decades, we've had the privilege of being your trusted partner, empowering you to build a better life. While our fundamental commitment to your financial well-being remains unchanged, the way we pursue that mission today bears little resemblance to our methods of just five years ago, let alone when we first opened our doors in 1995. We're proud of our ability to continuously improve our methods to meet your evolving needs.
This milestone year holds special significance as SJS sees promising developments on the horizon. As market dynamics continue to evolve, we're optimistic about opportunities in emerging asset classes and our access to the best managers in these spaces. Through these new opportunities, we aim to continually build on our MarketPlus® Investing strategy. Our experienced team has successfully guided you through good markets and bad, and we're confident in our ability to navigate the future.
An industry-leading investment approach has always been foundational to SJS, along with meeting your daily needs, all the time, every time. We are selectively growing the team, improving systems, and exploring new technology, including artificial intelligence (AI). Just as the internet, years ago, seemed daunting and changed much, AI also offers efficiencies and enhancements to how we work. At the same time, at the top of my worry list is cybersecurity and threats to our information systems. One of the best ways I believe we can fight this growing threat is to know our clients by name and by voice, which reduces the risk that a bad actor can successfully come between us.
As we celebrate our 30th year, we're particularly excited about strengthening our community engagement, charitable initiatives, and expanding our service offerings for clients and their families. We believe that informed clients make better choices. SJS is dedicated to providing you and your family with the insights and resources needed to not only navigate an increasingly complex financial landscape, but to feel a sense of empowerment and greater purpose while doing so.
I would like to conclude with a personal note. As a pioneer in the registered investment advisory (RIA) industry (yes, that means I am an elder!), I’ve watched with concern as many of my competitors have chosen to sell or merge their firms with private equity-backed organizations. In my opinion, these decisions prioritize shareholder returns over long-term client and employee relationships. While these transitions may maximize a RIA owner’s bank account in the short run, it is my opinion that over time it will come at the cost of client satisfaction and employee dedication - which have been pivotal to building a firm like ours. Let me be clear: this is not the future of SJS. We are steadfastly committed to remaining independent and focused on what matters most - working on the same side of the table as you and supporting our dedicated employees and their families, for generations to come.
Cheers to another 30 years of friendship, growth, innovation, and success. At the end of the day, our goal is your peace of mind.
SJS Team at Brookwood Metropark in Toledo, Ohio.
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.
Statements contained in this article that are not statements of historical fact are intended to be and are forward looking statements. Forward looking statements include expressed expectations of future events and the assumptions on which the expressed expectations are based. All forward looking statements are inherently uncertain as they are based on various expectations and assumptions concerning future events and they are subject to numerous known and unknown risks and uncertainties which could cause actual events or results to differ materially from those projected.