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in the era immedietly following the financial crisis it's never been a
better time
to think about or be associated with an independent broker dealer
i think the general public looks at the headlines and the
gold-plated names that they thought totally represented strengthened financial
security - put a question mark in their mind
people have reverted back to
many decades earlier where they're looking to an individual
that they've developed trust level with
SII has a long-standing history that interested since nineteen sixty eight
they were small accommodation broker dealer for a
local insurance company. We've migrated from an accomidation broker dealer, to a truly
independent needs -based financial
broker dealer
a majority of our advisors are need-based financial planners selling package product and advisory
We have small culturally sensitive service
but yet we have extremely deep resources. That's why we build our own
technology platforms
that's why we have sister companies in the
united states
that are also in the retirement services base
that we accentuate each other's business lines we have access to capital
we have access to state of the art technology
and we have that culturally sensitive service everybody enjoys in their day to day business
other firms don't do business
in the SII fashion
simply because
they're not necessarily a truly independent shop
they're looking to execute
on the goals and plans they have from a corporate perspective
we understand that we are an independent broker dealer
we need to earn the trust and respect
and affiliation with our advisor every day
and then we build those platforms that
are exactly what they want to help them become more successful