A Broker Dealer Built On Time-Honored Values
SF Investments Advisers is now New Vernon Wealth Management.
There is no doubt that these are extraordinary times, and the global impact of the coronavirus (COVID-19) is challenging companies across sectors, including financial services. We know that everyone is anxious about the safety of their families, employees and clients so we want to assure you that SF Investments shares your concerns. We continue to proactively implement measures to safeguard our employees while maintaining business operations to meet your needs during this challenging period.
Beginning March 23rd, our office will be closed to clients. We have implemented our Emergency Business Continuity Plan. This does not impact our ability to provide uninterrupted access to all products, services and capabilities to you, our valued clients. Please do not hesitate to contact us at 847-926-5700 or via email at firstname.lastname@example.org if you have any questions or concerns.
SF Investments, Inc.
SF Investments is a registered Broker Dealer. Since our founding in 1972, we have developed long-standing, multi-generational relationships that endure to this day.
Our firm was founded by Nathan Shapiro on key principles and values and while times have changed our principles have not and they continue to guide us.
♦ Invest our clients’ money as we do our own.
♦ Operate with the highest level of integrity.
♦ True wealth is built over time by focusing on fundamentals, not trying to game or time the market.
Client Access (To obtain online access you must contact your account representative)
As clients, you have real-time, online access to your account information, as well statements and tax documents. SF Investments provides this service through its custodian, Pershing LLC. Please note you will be leaving our website and going to a third party site.
Note: Our “Financial Organization Number” is BDS. If you experience any difficulties accessing your account, please call our office at 847.926.5700
SF Investments, Inc.
799 Central Ave Suite 350
Highland Park, IL 60035
Emergency cell phone numbers:
Disclaimer: We cannot accept any orders sent via fax or phone messages.
Disclosure & Legal Notices
SF Investments, Inc., is registered in the following states: Arizona, California, Connecticut, Florida, Illinois, Indiana, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Tennessee and Texas
SF Investments, Inc. cannot accept any orders sent via fax or phone messages. This website is for informational purposes and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers shall be liable for any errors or inaccuracies, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE.