SIPCO was established on the principle of providing value and achieving success for our clients.  Our clients are seeking a personal investment manager who can objectively analyze all of their assets.  Our clients receive;

• One-on-one access to your investment manager.  We're dedicated to building a lasting partnership with you. As our client, you will work closely with our senior investment management team, not a marketing or client service representative. He or she will take responsibility for meeting your investment needs.

• Regular meetings to discuss results. We make it a policy to sit down with our clients regularly for a portfolio review. This helps ensure that we continue to meet your investment objectives and stay abreast of any changes in your circumstances or goals.

• Timely written reporting, delivered as promised. We balance the advantages of a "high-touch" approach to investment management and client service with the "high-tech" systems needed to structure and support your investment program.  Every three months, you will receive one of the most comprehensive reporting statements available today that will keep you apprised of your investments and our thoughts.    

• Ongoing education to keep you informed.  You will also receive periodic educational updates in between your quarterly reports that provide you with additional information on the "why's and how's" in the capital markets.  

Our broad, yet highly-selective menu of investment portfolios (choices)  enables you to precisely target your investments. This precision enables you to obtain a more personalized and effective asset allocation strategy. It can lead to more consistent returns, lower volatility, and a greater opportunity of achieving your financial objectives.  Our investment strategy aims to attract clients who share our careful approach to investing. In this way, we can remain committed to thoughtful, prudent investment management without disrupting our style and decision-making process.