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Our Approach

SIMA (SRS) provides a consultative approach when working with clients and prospects; we don’t have proprietary products or push product as a solution. As a Registered Investment Advisor, SRS doesn’t have an agenda or a goal of simply selling something. Our goal is to raise the service experience and the financial outcomes for the plan sponsor as well as the participants. We consistently strive to improve pricing structures whenever possible, while making certain our clients’ very best interests are taken care of at every turn.

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