SJS Investment Services has been advising people, families, organizations and communities, managing their assets, and in general, being there for them since 1995.
Morningstar
Morningstar Investment Services Inc., a subsidiary of Morningstar Inc., is a registered investment advisor and broker-dealer. It offers services through Morningstar Managed Portfolios, an asset management service for financial advisors. In addition to sophisticated investment solutions, Morningstar Investment Services Inc. delivers extensive online back-office capabilities, integrated communication tools and dedicated support. Morningstar Inc. is one of the leading providers of independent investment research in North America, Europe, Australia and Asia. The company offers an extensive line of Internet, software and print-based products and services. It caters to individuals, financial advisors and institutions. The firm operates in approximately 20 countries, with minority ownership positions in two other countries.
Brookfield Investment Management Inc. is an investment advisor specializing in equities and fixed income. Based in Chicago, Ill., the company s equities team manages global REIT and listed infrastructure securities on behalf of clients in Asia, Australia, Europe and North America. The firm offers a wide range of fixed income strategies, including specialty mortgage-backed securities, core fixed income and corporate high yields. Brookfield Investment Management Inc. s institutional clients include insurance companies, pension funds, Taft-Hartley investors, foundations and endowments. It also manages a number of closed-end funds for retail investors.
Established in 1902, B.C. Ziegler and Company is a boutique investment banking firm that offers a range of financial services. The company provides a variety of advisory and wealth and investment management services. It offers bond underwriting, mortgage banking and institutional sales services. The company also provides trading, asset management and alternative investment services. In addition, B.C. Ziegler and Company offers retail brokerage and consulting services to individuals, families, business owners and institutions. The company serves nonprofit health care and senior living organizations, as well as religious institutions and schools. B.C. Ziegler and Company s alternative investment activities include raising and deploying capital through private investment funds.
