SIFF Investment Services, established in 2003, is a unique blend of financial planning and real estate investment services that results in giving our clients a way to gain greater control over the risk and reward of owning and operating residential income property. We carefully evaluate our client's financial situation and create a personal real estate plan, then identify and help acquire property in the Western US that meets the plan's requirements. We stay involved with property portfolio management and optimization, as well as long-term re-balancing and advisory services. With a management team that comprises more than 50 years in financial planning, tax planning and real estate investing, SIFF Investment Services offers a sophisticated way to include income properties as a component of a client's overall financial portfolio.
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Our product is the customized investment management service. For individuals, we can provide services for different types of investment portfolios such as individual or family investment accounts, education accounts, and various IRA accounts such as traditional, Roth or SEP-IRA. We can provide investment management services for company or organization retirement plans and profit sharing plans. In conjunction with other SRI retirement plan providers, we can offer self directed 401(k) programs.
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Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to manage investment portfolios for clients. The firm offers services that include investment advisory, NoLoad FundX and mutual funds. Based in San Francisco, Calif., it serves as a sub-advisor to other investment professionals. The firm caters to clients, such as banks, mutual funds, pension plans, charitable foundations, family trusts as well as individuals. It provides personalized portfolio management for private client accounts.
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