SFA offers an extensive array of non-proprietary products, including investment and insurance-based products, third-party asset management, variable insurance products and alternative investments. They enable our advisors to meet their diverse client needs with a truly unbiased, cutting-edge product selection.
We evaluate a wide range of investment vehicles, including lesser known offerings, in the service of helping our advisors take full advantage of marketplace opportunities for their clients.
In addition to serving the needs of families and individuals, SFA has an abundance of solutions for mass affluent investors, including alternative investments, tax-advantaged investments and long-term income solutions for investors preparing for retirement, as part of their holistic planning considerations.
Asset Management Programs
SFA is an SEC-registered investment adviser, offering access to third party asset managers and asset management platforms through co-advisory and solicitors arrangements.
Through its Strategic Choice Program, qualified advisors may manage client portfolios through wrap and non-wrap managed accounts custodied at Pershing, LLC. The program is designed to offer a diversified, long-term approach to personal investment goals and objectives through asset allocation, portfolio design, portfolio monitoring, consolidated reporting, and, most importantly, individualized portfolio management.