SDMI INSURANCE AND FINANCIAL SERVICES

Overview

Sdmi Insurance And Financial Services operates as a sole-proprietor independent RIA that combines financial planning and portfolio management with insurance brokerage. The firm offers advice to individual and family clients as well as business and institutional clients, and provides pension consulting services. Its advisory model is non-discretionary—clients retain final trading authority—so the firm typically implements client-directed plans rather than running fully discretionary mandates. Investment activity centers on pooled public funds and insurance products. The firm is not an allocator to third‑party alternative fund managers and is not an active ESG investor. Fee arrangements are mixed: percentage of AUM, hourly and fixed fees, plus commissions and other fee types, reflecting the hybrid advisory/insurance-brokerage model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices