OUR SERVICES
Private Wealth Planning
Real wealth is more than just retirement. Our Private Wealth Advisors can help you protect your assets, your dreams, your loved ones and ensure your legacy.
Financial Education
SIC offers a 4-year training program for those interested in becoming a Chartered Financial Analyst® and passing all 3 levels of the CFA® exam.
Business Consulting
Developing business strategies to improve company performance can be extremely challenging. Working with our consulting team can add significant value long-term.
Private Investments
SIC offers opportunities to get involved in some of the firm’s most exciting private ventures, projects, hedge funds, and other investment related partnerships.