Invest with Confidence

While SIS Services works with a broad range of clients, we specialize in working with those planning for retirement. Increasingly that means working Americans in the Baby Boomer demographic who understand that, compared to previous generations, the game has changed significantly when it comes to retirement planning. For most, pension plans no longer exist and in the wake of two major stock market drops since 2000, many have learned the hard way that stocks and mutual funds in their 401K are vulnerable. They understand the responsibility is on them, more than ever before, to protect their assets prepare and to prepare financially for retirement. With that in mind, we put a strong emphasis on client education, working with our clients to ensure that they have the best possible investment strategy to meet their goals. We help them understand all of their investment options and the importance of financial defense.

We offer an independent and customized approach to investment management that is well suited to meet the needs of individuals , families’ as well as small businesses intent on protecting and increasing wealth. We seek to understand your retirement goals and objectives to provide customized investment management services to assist our clients to achieving their investment objectives. Our mission is to help investors protect and grow their investments for retirement. Social Security and/or pensions, (individual or company), are often enough to achieve the income goals clients desire. Building a Sound Investment Strategy for retirement is often the top priority. This may mean building your own personal pension as a part of the overall plan.

Investment decisions are governed by a disciplined analytical modeling process. Utilizing a proprietary software, common sense, and knowing our clients goals, risk tolerance, and expectations.  In a highly volatile investment world, how can you build a plan for long-term success? 

 Within these broad categories, SIS Services is poised to address an impressive range of specific financial challenges, including:

· Asset Allocation

· Cash Flow Analysis

· Tax & Estate Planning

· Intergenerational Wealth Transfer

· Impact Investing

· Retirement Planning

· College/Educational funding

· Insurance Analysis

· Asset Allocation & Tax Efficiency

 
We do not believe that one size fits all when it comes to designing portfolios. Each portfolio is structured to reflect our clients’ specifications as to risk tolerance, age, income, values, lifestyle, goals, and other considerations. That is why we also offer a strategy that is tailored to fit the needs of the client.