SJS INVESTMENT SERVICES
SEC RegisteredEmpowering You to Build a Better Life
About the firm
SJS Investment Services is an independent registered investment advisory firm serving individuals, families, and organizations since 1995. The firm manages $2.9 billion in assets under management and uses a proprietary MarketPlus® Investing process that blends science and structure. Grounded in small-town values and a client-first philosophy, SJS serves clients across 40+ states from Northwest Ohio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial and goal-based planning, retirement strategies, tax and estate coordination, legacy support, business succession planning, philanthropic giving, multi-family office services, and corporate retirement plans.
Who they serve
Individuals, families, business owners, nonprofits and foundations, corporate retirement plan participants, and public funds, including high-net-worth clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 418 | $200M |
| High Net Worth Individuals | 462 | $1.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 55 | $167M |
| State/Municipal Entities | 55 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SJS INVESTMENT SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.