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| Additional information |
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| SFC Asset Management, Inc. |
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Mission statement:
Offering an advisor relationship built on personal trust and integrity, SFC Asset Management serves as a Registered Investment Advisor providing fee-only investment management support to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits – anyone with a desire to pursue long-term financial objectives.
We have created a place where the processes are understandable, where investing and wealth strategy just feel right. |
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Profile:
At SFC Asset Management, Inc., an affiliate of SF&Company, CPAs and Business Advisors, each member of our team has over 20 years of experience as a CPA, and collectively, the team has over 30 years of experience as CERTIFIED FINANCIAL PLANNERS™ professionals. Each member of our team is committed to delivering quality service, achieving above-average results with below-average risk, and exceeding clients’ expectations.
We believe our unique depth of in-house resources and highly skilled professionals allows us to manage all the important components of our client’s wealth. This expertise clearly sets us apart from other wealth advisory service providers.
A History of Financial Success
As a full-service financial planning and investment advisory firm specializing in portfolio management, we do everything within our power to keep our clients focused on where they want to go. We advise them on how to get there with personalized portfolio management services focused on consistent, long-term results. And we continually remind them of the importance of maintaining a disciplined approach and why that is so critical to realizing their dreams.
SFC Asset Management, Inc.’s Wealth Management Services Include:
Education Planning
Estate Planning
Income Tax Planning
Investment Advice and
Asset Management
Retirement Planning
Risk Management and
Insurance Planning |
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Overview:
SFC Asset Management, Inc. was organized in 1993 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisory relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor that provides fee-only wealth management to individuals, businesses, trusts, partnerships, non-profit organizations and retirement plans. SFC Asset Management, Inc. is a subsidiary of SF&Company, CPAs and Business Advisors.
We employ three Wealth Advisors and one administrative support staff. Two of our advisors are also experienced Certified Public Accountants (CPAs) and hold various other credentials in financial planning and wealth management. Our affiliated accounting firm, SF&Company (Seligman, Friedman & Company, P.C.) has been in existence since 1950, has over 90 employees, and is one of the area’s most respected professional firms.
We have adopted an approach to client service where the process is understandable and the investing and wealth strategies just feel right. Vital to the long-term vision of SFC Asset Management, Inc. are the concepts of independence, objectivity, continuity of highly motivated professionals and a passion for first-class client service. |
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| History:
Founded in 1993. |
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