SFE is 100% employee owned

SFE offers investment advice and retirement plan administration (through our TPA partners) to small and mid-sized businesses and their employees. Our independence and objectivity allow us to customize a plan that benefits all participants and minimizes fiduciary risk for sponsors. Features include:

  • Personal investment advice, for both staff and highly compensated employees
  • Transparent “fee-for-service” pricing and the elimination of hidden fees
  • A menu of carefully selected mutual funds, ETFs and separately managed accounts

Talk to SFE about your business issues. Through our affiliate network,professional services you need to help maximize the wealth you create, to the benefit of all of your stakeholders.