About Us

Fiduciary Roots
Wouldn't it be great if all investment professionals followed the Duties of Loyalty and Care? As an investor, you deserve someone who is competent and puts your interests first. If you're tired of sales pitches and others profiting from your money while you sift through empty promises and glossy brochures, Sift Investment Management was created to be different — by a fee-only firm that makes being a fiduciary its business.

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image of insightful graphs
image of analytics process flow

About Us

Fiduciary Roots
Wouldn't it be great if all investment professionals followed the Duties of Loyalty and Care? As an investor, you deserve someone who is competent and puts your interests first. If you're tired of sales pitches and others profiting from your money while you sift through empty promises and glossy brochures, Sift Investment Management was created to be different — by a fee-only firm that makes being a fiduciary its business.

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Sift through the noise

The internet is full of noise. Everyone claims to be an expert, but real results often don't match the hype. You'll hear, "No one can beat the market," or "Just follow this formula and get rich." The truth lies somewhere in between.
Anyone can invest—and it is possible to outperform the indexes—but it takes discipline, resources, and time. That's where Sift comes in. Inspired by S.E.E.D. Planning Group's investment philosophy, Sift was created to cut through the noise, search for quality companies, and pursue better investment outcomes. So you can focus on living your life, not following the financial headlines.

For more about S.E.E.D. Planning Group, please visit: seedpg.com

Sift through the noise

The internet is full of noise. Everyone claims to be an expert, but real results often don't match the hype. You'll hear, "No one can beat the market," or "Just follow this formula and get rich." The truth lies somewhere in between.
Anyone can invest—and it is possible to outperform the indexes—but it takes discipline, resources, and time. That's where Sift comes in. Inspired by S.E.E.D. Planning Group's investment philosophy, Sift was created to cut through the noise, search for quality companies, and pursue better investment outcomes. So you can focus on living your life, not following the financial headlines.

For more about S.E.E.D. Planning Group, please visit: seedpg.com

Fiduciary Roots, Real Results

Imagine if every investment professional truly prioritized your needs. You'd think that's the standard. But too often, it's about the pitch, the glossy brochures, and others profiting from your investments. That's not how we operate.

Sift Investment Management is the Investment Division of S.E.E.D. Planning Group, LLC, a fee-only wealth management firm that takes fiduciary duty seriously. There are no commissions, kickbacks, or gimmicks—just transparent advice, solid planning, and results you can see. Like a lawyer or CPA, S.E.E.D. charges flat fees, hourly rates, or percentages based on services, with no product pushing or hidden agendas.

Now, the same investment team that manages S.E.E.D client portfolios is available through Sift Investment Management, even if you're not using S.E.E.D.'s full financial planning services. You can choose between two clear options: Investment Management, where we manage your portfolio directly, or Investment Advice, where you stay in control with expert support at every step.

Fiduciary focus
Transparent advice
Disciplined strategy