Sub Advisory Services

Our Investment Sub-Advisory Service creates a partnership with your firm to provide SFS’s investment expertise, while leaving the client experience and relationship management squarely with you—our partner. While our sub-advisory relationship is disclosed, the look and feel of our products and services are completely controlled by you as he/she remains your client. Adoption of our Sub-Advisory Services allows you to focus your resources on client acquisition, relationship management and client retention while we supply the investment expertise.

While allowing you to focus on relationships in your community to acquire new clients and then to provide them with the very best service, advice and relationship management, our strength is in our depth of investment experience. We have more than a decade of combined investment experience and a proven track record. We offer our years of experience investing for private and institutional clients, our investment in technology and our dedication to your success and the success of our partnership with you.

Contact us for further details.