SFE is not affiliated with any bank or other financial institution

SFE’s success is built on a tradition of giving personal attention to each client’s needs and expectations. We provide sound advice, objective research and professional portfolio management – all customized to meet your unique requirements. Whether you are a business owner, a charity or a trustee, SFE proactively manages your portfolio and is directly accessible and accountable to you. As your financial priorities evolve, we listen, and adjust your investment strategy to meet your changing circumstances.