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S&F Investment Advisors

EST. AUM
$106,368,400

CONTACTS

CLIENT ACCOUNTS
263

Firm Details

Metro area Los Angeles
CRD Number 129367
Website n
Client types

Overview

S&F Investment Advisors is an independent, SEC-registered investment adviser headquartered in Encino, California. Founded in 1991 by Roger Bennett Fox, the firm operates under a strict fiduciary standard, providing personalized wealth management, portfolio management, and retirement planning services to individuals, high-net-worth families, and retirement plan clients. The firm offers customized investment strategies tailored to varying risk profiles, ranging from conservative to aggressive portfolios, and provides specialized separately managed account (SMA) solutions and fixed-income strategies. Its investment philosophy emphasizes diversified, long-term portfolio construction using equities, mutual funds, fixed-income securities, real estate investments, and other asset classes to help clients preserve and grow wealth while managing investment risk.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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