SJS Investment Services has been recognized in the Forbes / SHOOK 2023 list of America’s Top RIA (Registered Investment Advisor) Firms.[1]
“This recognition is affirming to our Team, and we attribute this to the faith, commitment, and loyalty that our clients have demonstrated to SJS over the last 28 years,” says SJS Founder & CEO Scott J. Savage.
In the introduction to this year’s Top RIA Firms webpage, the authors affirmed, “All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”[1]
As detailed on the methodology webpage, the Forbes / SHOOK 2023 list of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receive a fee in exchange for rankings. SHOOK Research received 42,643 nominations based on thresholds, invited 23,100 firms to complete their online survey, performed 18,417 telephone interviews, conducted 4,281 in-person interviews at advisors’ location, and conducted 1,487 virtual interviews. Additional information about the ranking methodology can be found on the Forbes website.[1][2]
In April 2023 and August 2023, SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including assets under management, revenue, typical client relationship size, and minimum account size for new business. Neither SJS Investment Services nor any of its employees provided any payment to Forbes or SHOOK Research in exchange for rankings.
If you would like to learn more about how the SJS team works with families, business owners, and institutions, please feel free to reach out to us. We are always here to listen and assist.
Important Disclosure Information & Sources:
[1] “America’s Top RIA Firms”. Sergei Klebnikov & SHOOK Research, 10-Oct-2023, forbes.com.
[2] “Methodology: America’s Top RIA Firms 2023”. R.J. Shook, 10-Oct-2023, forbes.com.
Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
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.
Hyperlinks to third-party information are provided as a convenience.
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