Yesterday I held my first face-to-face meeting with a prospective client since the early days of March.
We sat together at a conference table, although not too closely together given all of the guidance we have received.
But it felt good to interact in person.
From Arizona to Ohio to points beyond and between, governors and health directors seem to be signaling a new spirit of social reengagement.
Thoughtfully and carefully to be sure, each and every household is balancing health and well-being and finding their own equilibrium.
Business interactions and social interactions are finding new footing. Large gatherings and intimate gatherings are likely further off in the future.
At SJS, your professional advisory team modified their work schedules and locations in March and April, but we remained operational as we conduct financial transactions and were dubbed an essential service. Some of our colleagues have worked remotely. Others have been safe and comfortable commuting to individual offices, mindful of the health concerns that have spanned our nation and the globe.
We have strived to answer phones, answer emails, and continue to be responsive to you and all of our clients while working diligently on your behalf.
You may or may not have known that we made adjustments to our physical workspaces. And hopefully our service to you appeared seamlessly uninterrupted. That’s what you deserve.
With sensitivity to the public backdrop and the current social trajectory, we want you to know that SJS is open for business!
We have been and remain available to talk with you or meet with you, under whatever circumstances you prefer.
There may be a “transitional” normal, but we are striving to get back to normal nonetheless.
Our team is energized by the hope and expectation that we have turned the corner on public health concerns and the social and economic upheaval we’ve never before experienced. We will continue to manage through challenging investment markets on your behalf, whatever may come our way.
For 25 years, SJS has strived to live by the maxim: You come first. All the time. Every time.
We remain committed to you and look forward to seeing you before long!
Very truly yours,
Scott J. Savage
Founder and CEO
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.