Philosophy
Siharum Advisors offers wealth management solutions and investment consulting services that are guided by our independence and objectivity, structured using our differentiated investment process and personally delivered based on your unique needs and investment objectives.
Independence and objectivity
Siharum Advisors maintains a transparent investment process that is deliberately designed to remain independent of conflicts, commissions, special revenue sharing arrangements, or affiliated investment products. Client fees are the sole source of revenue for the firm.
Download our single-page Overview (PDF)
Our unique process
The Manager First® approach gives priority to the quality managers first and structures the portfolios to be sufficiently diversified across the three major asset classes. Our investment process was developed based on our extensive experience in manager selection and asset allocation. Learn more about our process.
Concierge client service
Concierge client service means understanding your unique needs and tailoring our solutions accordingly. At Siharum Advisors, you can expect a high level of service, including:
- Proactive anticipation of your needs
- Clear, consistent communication - on your schedule
- In-person meetings to review and confirm your financial goals
- Flawless execution and attention to detail
We partner with you and your trusted advisors, providing the investment-related information you need. In addition to providing comprehensive quarterly reports, we are always available to quickly assist you with any unexpected needs that may arise.
Our clients know that we do what we say we're going to do, when we say we're going to do it.