Since 1998, Siligmueller Financial Management LLC (SFM) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $74.3 million as of 12/31/07. Today, SFM continues to demonstrate value and trust as a financial partner to our clientele.
Our clients love our highly personalized approach to financial management. We strive to understand our individual client’s unique needs and create strategies that attend to each situation. No two clients are alike. Our goal is to deliver solutions that help each client reach their goal. By taking a long-term view and establishing a trusted relationship with each client, we deliver a comprehensive and highly personalized financial plan that is reviewed in detail with them. Some clients like periodical reviews on a frequent basis, while others prefer reviews on an annual basis.
How we work…
To ensure we maintain a high level of service and intimate awareness of our clients, the minimum investment threshold for our clients is $500,000 or more. SFM operates on a fee-only basis, with no commissions. Additionally, we serve far fewer clients than larger financial or money management institutions allowing us more time to invest with each individual client and their portfolio.
SFM is not part of a brokerage firm that sells its own products and/or services. Thus, we provide our clients with objective guidance on investments that best fit their needs. SFM is an independent U.S. Securities and Exchange Commission (“SEC”) Registered Investment Advisor (“RIA”), regulated by the Investment Advisers Act of 1940, with a fiduciary duty to our clients. We embrace our role as a fiduciary, which means we must always act with your best interests in mind.
If you are an existing or prospective client, a copy of SFM's Form ADV-Part II is available to download for your review. Call us with questions or inquiries at (630) 363-6761.
