Sift Investment Management
Fiduciary Roots
- Wouldn’t it be great if all financial professionals abided by the Duties of Loyalty and Care? As an investor, don’t you deserve someone who is competent and puts your interests first? Are you concerned about sales pitches and other people getting rich off your money while you try to sort through the empty promises and glossy brochures?
- At S.E.E.D. Planning Group, we are concerned about these issues and more, and as our clients have grown in complexity and financial wherewithal, so have our investment management capabilities. Sift Investment Management is the formal name for our specialized investment division charged with helping people and organizations get more out of their investments by providing broader access to our investment fiduciary expertise and investing acumen.
- Sift Investment Management has been designed to provide flat fee, hourly fee, or percentage-based fee-only investment management services to clients as a fiduciary and is fully integrated into S.E.E.D. Planning Group Financial Planning and Wealth Management services.
- No commissions. No kickbacks. No gimmicks or tricks. No empty promises.
How Sift Got It’s Name
- The news, social media, and the internet in general just seem full of noise. Everyone is an expert, yet results don’t match the hype. Messages like, “no one can beat the market, buy this index fund,” and “investing made easy, follow us to learn how to make money while you sleep” are contradictory at best and the truth lies somewhere in the middle. Anyone can invest and it is possible to beat the indexes, but it takes discipline, resources, and time. These are just three things keeping people from achieving better investment performances. S.E.E.D. Planning Group’s investment philosophy stems from the relentless pursuit of quality, by sifting through the noise, searching for the economic moats and standout companies. Sift Investment Management has the discipline, invests in the resources, and spends the time necessary to pursue better investment results, so that you can focus on living your best life, rather than being glued to the financial news and wishing for answers.
Sift Offers Two Categories of Service
Investment Management
Where Sift’s dedicated investment team acts with discretion as your investment manager
Investment Advice
Where Sift operates as an advisor to assist you in building, improving, and managing your investment program
Sift Provides Investment Services To:
Families and Individuals
Personalized investment advice and portfolio review services, helping align your investments with your goals.
Employee Retirement Accounts
Expert guidance and investment management to improve plan performance and administration.
Endowments and Foundations
Investment management to ensure your organization’s financial resources are effectively managed.