Siebert Financial has established a new investment management division, Siebert Investment Advisors (SIA), as part of its plans to expand into the financial planning business.
The new SEC registered investment advisor (RIA) has partnered with Palladiem, an investment advisory business, to provide a range of customized investment products and services to clients.
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Additionally, SIA has affiliated with Brinker Capital to provide access to Brinker Capital’s destinations mutual fund wrap program, which offers asset allocation strategies targeting specific investment objectives.
The set up of the new unit follows the firm’s commitment to assist clients in achieving their long-term financial objectives specific to their lifetime goals, priorities and investment objectives.
Furthermore, the SIA team will work to develop a plan to enhance, protect and preserve the assets that are needed to achieve their financial goals.
Suzanne Shank, acting CEO of Siebert Financial, said, "The introduction of an investment management division at our firm is a major step forward in our mission to build upon the stellar legacy of integrity and sound business practices established by our founder, Muriel Mickie Siebert.
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By GlobalData"We are very pleased to work with Palladiem, LLC, and Brinker Capital. Both firms have highly experienced and professional investment teams, and their extensive capabilities and knowledge of the markets enable us to expand our offerings and deliver the highest quality financial services while also providing the excellent service our clients have come to expect from us," he added.
