SFI Advisors
Overview
SFI Advisors is a financial advisory firm based in Montclair, New Jersey, offering a range of services to individuals, families, and corporate clients. Their offerings include financial planning, investment management, insurance services, and corporate solutions such as employee benefits, retirement plan management, and business succession planning. The firm aims to help clients achieve their financial goals through personalized strategies and comprehensive services. The firm's investment approach encompasses various asset classes, including fixed income, equity securities, real estate, commodities, hedge funds, private equity, venture capital, ESG and impact investing, infrastructure, crypto, distressed and special situations, and collectibles & art. They cater to multiple investment stages, from pre-seed to distressed situations, and focus on opportunities across the United States. SFI Advisors serves a diverse range of industries, including financial services, insurance, real estate, technology, healthcare, consumer goods, energy, utilities, telecommunications, media, transportation, materials, industrials, consumer services, and basic materials. SFI Advisors' investment philosophy centers on providing tailored solutions that align with clients' unique financial objectives and risk profiles. They emphasize a comprehensive approach to wealth management, integrating various financial services to create cohesive strategies that address both short-term needs and long-term aspirations. The firm's commitment to personalized service and strategic planning aims to foster enduring client relationships and financial success.
Reach SFI Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about SFI Advisors
What sectors does SFI Advisors invest in?
SFI Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Montclair, New Jersey, United States. SFI Advisors is listed as a other in the ConnectSafely investor database.
What stage does SFI Advisors invest at?
SFI Advisors backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does SFI Advisors invest in?
SFI Advisors invests across United States.
Who are the partners at SFI Advisors?
Team members listed for SFI Advisors include Christopher Sampers (Director of Corporate Services) and Peter Goodman (Director of Insurance and Risk Management Services).
How do I contact SFI Advisors?
SFI Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
