Siharum Advisors, LLC (“Siharum” or the “Firm”), founded in May 2008, is a privately owned investment adviser registered with the U.S. Securities and Exchange Commission. Siharum offers investment advisory services on either a discretionary or consulting basis to high net worth individuals, pension and profit sharing plans, trusts, estates and charitable organizations. Siharum claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® are a set of industry-wide principles that guide investment firms on how to calculate and report their investment results to prospective clients. The CFA Institute, (a not-for-profit professional association with a mission of leading the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society) maintains and promotes the adoption of various professional standards including GIPS®.
Siharum has been independently verified for the period from January 1, 2009 to March 31, 2017 by Ashland Partners & Company, LLP and by ACA Compliance Group for the period from April 1, 2017 through June 30, 2017. Verification assesses whether (1) Siharum has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis and (2) Siharum’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. Verification does not ensure the accuracy of any specific composite presentation. For the purposes of GIPS®, “Firm Assets” are defined as all discretionary assets managed by Siharum on a fee-paying basis.
Verifier reports, composite presentations, a complete list of composite descriptions and Siharum’s policies and procedures for valuing accounts, calculating performance and preparing compliant reports are all available upon sending a request to firstname.lastname@example.org.