Diverse Client Needs
Each individual, corporate, or institutional client has specific goals that may change according to market conditions or investor needs. What sets us apart from other investment professionals is our ability to respond to your changing priorities and requirements.

We focus on research to assist you in directing your portfolio according to your particular objectives. Our ability to conduct specialized proprietary research helps us target dynamic growth companies. You also have the option of requesting a Summarized Analysis Report™ containing information you may need in the investment process. This report provides a brief synopsis of the fundamentals of a company you are considering as a potential investment.

Whether you are a retail, corporate, or institutional customer, we bring knowledge and expertise that can help you with your investments.

Retail
Securities & Investment Planning Company understands how to customize investment portfolios to serve our diverse clients. Our team of knowledgeable investment professionals offers strategies and guidance that consider the client's specific priorities, goals, and risk tolerance. Through offering the investment ideas of a team of experienced strategists, we are often able to provide clients with a range of investment options to consider. Our skilled guidance and consistent portfolio administration help clients make the most of their investments. We recognize that our clients require and deserve the quality of service we offer.

Corporations
Our corporate clients profit from our expertise in risk management. Assistance in structuring investment policies, formulating portfolios, and achieving desirable returns on investments are just some of the practical applications we offer, along with considering a company's liquidity requirements.

Institutions
Our strategic contacts in the investment community are experts in their respective fields. These contacts may give us an edge as we attempt to attain the best possible price on orders (not held and market) and to find the other side of a trade for large volume orders. We provide prompt and efficient order handling. In the fixed income area, we can provide institutional clients with expertise, liquidity, and critical information. Since we maintain a small but sophisticated institutional clientele, we are able to give special attention to the needs of our institutional clients. (To learn more about the specialized services we offer, please consult the Specialized Trading Services, Institutional, and Fixed Income pages on our web site, or e-mail the Specialized Trading Services Group at stsgroup@siponline.com.)