SJS Investment Services has been recognized in the Forbes / SHOOK 2024 list of America’s Top RIA (Registered Investment Advisor) Firms.[1]
“The faith, commitment, and loyalty you have demonstrated as clients over the last 29 years has made this recognition possible! Thank you!” says SJS Founder & CEO Scott J. Savage.
In its introduction to this year’s Top RIA Firms webpage, the publisher affirmed, “The third annual Forbes/Shook Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term.”[1]
As detailed on the methodology webpage, the Forbes / SHOOK 2024 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 46,212 nominations based on thresholds, invited 25,103 firms to complete their online survey, performed 21,417 telephone interviews, conducted 5,246 in-person interviews at advisors’ location, and conducted 1,545 virtual interviews. Additional information about the ranking methodology can be found on the Forbes website.[2]
In May 2024 and August 2024, SJS Investment Services responded to an email survey provided by SHOOK Research, providing quantitative information including AUM size, 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, 08-Oct-2024, forbes.com.
[2] “Methodology: America’s Top RIA Firms 2024“. R.J. Shook, 08-Oct-2024, forbes.com.
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. Past performance is no guarantee of future results. There is no guarantee investment strategies will be successful.
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