Building investment solutions that achieve your goals.

Having a framework to manage your investments is essential to long term growth and prudent risk management.

At SFI Advisors, we help successful individuals and their families, corporate retirement plan sponsors, endowments and foundations manage their investments and evaluate investment opportunities. SFI Advisors proven track record and established team of professionals will help you navigate today’s global investment marketplace.

Strategic Investment Review

With recent market volatility and continued globalization, many people are rethinking their approach to investing. SFI Advisors leading Strategic Investment Review service provides a comprehensive analysis of your composite investment portfolio and a framework to:

  • Detail total diversification* across all accounts
  • Achieve appropriate asset allocation
  • Improve tax management
  • Manage risk
  • Minimize costs and investment overlap
  • Understand investment quality
  • Align investments to best support goals
  • Make informed investment decisions

This disciplined and dynamic process leads to increased focus and ultimately greater confidence in your investment success. Your Strategic Investment Review reflects your unique situation, and can include but is not limited to the following areas of focus:

  • Goals: setting investment objectives
  • Composite portfolio creation
  • Asset allocation and risk review
  • Individual account reviews
  • Retirement accounts (IRA, 401(k), 403b, pensions, etc.)
  • Variable life and annuities
  • Alternative investments
  • Deferred compensation investments
  • Supplemental executive retirement plans
  • Trust assets

To support a specific goal or immediate area of concern, any of the above account types can be reviewed independently.

*Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.