SDM Investments is a fee-based investment advisory firm providing investment advisory services to corporations, not-for-profit organizations, endowments, municipalities, pension funds and individuals. SDM focuses on the Retirement Planning arena.

Insurance broker - all lines

Intermediate Sales, Wholesale, construction

Tripartite Escrow, Bond, Construction, Design

Business Development

financial planning, money management, wealth advising, wealth creation, insurance consulting, retirement plans, financial education, teaching, money, financial services

Risk Consultant, Risk Mitigation, Security, Law Enforcement, Training, Construction, Military, Consulting, Project Management, Tactical Training

property development, property management, general management

Bid Bond, Payment Bond, Performance Bonds, Tripartite Escrow, Factoring

CONCRETE CONSTRUCTION & SUPPLIES

Investments, accounting, auditing, collection, data processing, financial analysis, advertising, marketing, payroll

Portfolio Management, Residential Property Managers, Nonresidential Property Managers, Administrative Management and General Management Consulting Services, Marketing Consulting Services

Warehouse Clubs and Supercenters, Mail-Order Houses, Securities and Commodity Exchanges

Portfolio Management, Third Party Administration of Insurance and Pension Funds, All Other Insurance Related Activities

Investment Advice, All Other Professional, Scientific, and Technical Services, Offices of All Other Miscellaneous Health Practitioners, Other Individual and Family Services

Miscellaneous Intermediation

Investment Advice

Commodity Contracts Brokerage

Investment Banking and Securities Dealing, Investment Advice, Miscellaneous Financial Investment Activities, Open-End Investment Funds

Trust, Fiduciary, and Custody Activities, Payroll Services, Other Accounting Services, Administrative Management and General Management Consulting Services, Other General Government Support