research process.


We conduct research the traditional way, on a security-by-security basis.

Step 1

Analyze global themes and secular trends as well as current macro-economic conditions and outlook.

Step 2

Analyze sectors and industries to determine which ones should be positively impacted by major global themes and will prosper or be defensive in the forecasted economic environment.

Step 3

Screen and rank securities based on appropriate criteria. Perform detailed security analysis by applying extensive qualitative factors. 

Step 4

Pool of high quality securities that if appropriate may be added to a client’s portfolio.


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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL, NY, FL, GA.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and SJF Investment Management are separate entities from LPL Financial.