Siharum Advisors is committed to providing clients with the highest quality of advice and service. Our autonomy, our differentiated investment process, and our dedication to service separate us from other investment advisors.
Independent and Objective Advice
True independence and unbiased objectivity is the foundation of superior investment results. Client fees are the sole source of revenue for the firm, and we do not accept finder’s fees, commissions, special revenue sharing arrangements or sell affiliated investment products to our clients. We believe these conflicts, by their nature, force advisors to gravitate toward products and asset categories that generate the most revenue for the firm and its affiliates. Over the long term, conflicts result in poor investment performance for the client.
Siharum believes that generating solid investments results is very difficult to do. Therefore, avoiding conflicts and maintaining our investment independence is paramount to our process.
Differentiated Investment Process
The Manager First® investment process was developed based on the founder’s fifteen years of extensive experience in manager selection and asset allocation. The process focuses on finding high-quality managers first, irrespective of asset class or style category, and then combining these select managers in a portfolio that takes into consideration the client’s objectives and risk tolerance. The Manager First® approach gives priority to the quality managers first and structures the portfolios to be sufficiently diversified across the three major asset classes (stocks, bonds and cash).
Highest Quality of Service
What is “Concierge Client Service?" It is striving to understand each client’s unique investment service needs and tailor solutions to meet them, thus exceeding client expectations and furthering the firm’s mission statement. We work on behalf of our clients, acting as the coordinator of all matters related to their assets. Specifically, we partner with our clients’ trusted advisors, providing the investment-related information that they require to best serve our clients. In addition to providing comprehensive quarterly reports, we also proactively monitor our clients’ assets, allowing us to identify and address potential issues before they escalate. We are always available to quickly assist our clients with any unexpected needs that may arise. At Siharum, our goal is to exceed our clients’ expectations and provide them with an unparalleled client service experience.
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