SFE is an independent investment counsel located in the financial district of downtown Los Angeles. We offer objective financial advice and portfolio management services to individuals, families, businesses and institutional investors. Established in 1977, SFE is 100% employee-owned, and our Investment Committee has over 150 years combined industry experience.
In an industry that often seems complex, SFE adheres to a simple guiding principle – Inspire Trust, Invest Well.
Inspire Trust: An investor’s confidence is hard earned. SFE’s success depends on our ability to demonstrate our integrity.
Invest Well: Put the client first. Build portfolios of quality companies, and then actively manage them to balance risk and return.