INTRODUCTION

Delivering Successful and Innovative Investment Solutions

About us

We all dream of owning a successful company, calling the shots and pocketing a nice paycheck every other week. Oh, there are plenty of dreams out there but how many of us actually take that first step toward financial independence and a quality of life that depends, not on the folks upstairs in the big offices, but on your own hard efforts. When you own the business, financial independence depends on you.

Thats why most people back away from business ownership. Fear of failure. Fear of looking foolish. Fear of what your family and friends will think if your new business doesnt soar like the American bald eagle - the American dream.

Ive had the satisfaction of starting start several businesses in my career, some more successful than others. However, even my "less than stellar" attempts at entrepreneurialship have taught me valuable lessons - lessons you can take with you to the kitchen table and start drawing up plans for your business.

So learn from someone whos enjoyed success and learned from missteps when it comes to starting your own business. For me, and millions like me, business ownership is the only way to go.

WHY SLM ?

Your Planning Partner

Honest and Transparent Advice
We keep our clients informed about financial plan
Planning your goals basis your personal profile
Understanding your risk appetite
Goal-based Asset allocation in Mutual funds
Dynamic 'goal-Based' reporting and tracking