Advisory and Assets

With our Financial Objectives
  • Target Segment Allocation
  • Risk Tolerance
  • Cash-flow Needs
  • Time Frame
  • Mitigation of Systematic Risk
ADVISORY

trusted partner for your organization’s most important decisions.

Truly strategic advice and process execution are the result of knowledge and vision. By combining a deep understanding of your objectives, your industry, and today’s global market, we help you navigate the short- and long-term opportunities and challenges facing your organization.

ASSET MANAGEMENT

At SICL, asset management is a process. Through long-term relationships and a continuing dialogue with our clients, we seek to deliver asset management strategies that are responsive to evolving market conditions and changes in our clients’ objectives and goals.

Our financial advisors meet directly with clients to help them articulate their goals and create an asset-allocation strategy designed to achieve those objectives.

Our financial advisers meet directly with clients to help them articulate their goals and create an asset-allocation strategy designed to achieve those objectives.

Our clients also have the opportunity to invest directly in IPOs, follow-on offerings, and bonds underwritten by the firm’s investment banking unit.