Stanford Investment Group, Inc. Celebrates 30 Years

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Stanford Investment Group, Inc. Celebrates 30 years in business with a reception featuring guest speaker, Paul Saffo presenting "The Great Turbulence: Making Sense of the New Global Economic Order".

Stanford Investment Group, Inc., celebrated its 30th Anniversary this year. On October 4th, 2012 the firm recognized this milestone with clients, industry partners and colleagues by hosting a reception at the Sharon Heights Golf and Country Club in Menlo Park.

Helen A. Dietz, President and CEO of Stanford Investment Group, Inc. opened the evening with introductory remarks, “We are fortunate to live and work in this Valley. In addition to the natural beauty and being a place where entrepreneurship is embraced, it has another unique characteristic – the regenerative nature of this micro-economy.”

Co-founders Robert Gee, Chairman Emeritus and Donald Finsthwait, Vice President shared their recollections of the company’s history, from inception in 1982 to the present day.

Finsthwait commented on the longevity of the firm, “Something like 80% of all new businesses in the US fail within five years. Why has SIG prospered? Early on, we were successful at forming long-term trusting relationships with clients, many of whom have been with us over 25 years.

Most of these clients remained loyal to us when we changed the direction of the company from being transaction oriented, to a wealth management firm in the mid-90s.”

Looking ahead Robert Gee remarked, “Now 30 years later, we have transitioned into the next generation of advisors and credentialed investment professionals. SIG is well positioned to continue our services beyond our lifetimes. This is rare. Most small companies fail when the founders retire. It is gratifying to see how Helen and the team at SIG are well positioned for the future.”

Helen Dietz then welcomed guest speaker Paul Saffo, Managing Director of Foresight, Discern Analytics who presented, “The Great Turbulence: Making Sense of the New Global Economic Order”. Paul is a forecaster with over two decades of experience helping corporate and governmental clients understand and respond to the dynamics of large-scale, long-term change. His essays have appeared in a wide range of publications.

Saffo commented on the factors defining the global economy: “The 2008 crash was more than a downturn; it marked the end of the “Great Moderation” a two decade period of mild business cycles and growth. The global economy has entered the “Great Turbulence,” a decade-scale new order that will be characterized by high amplitudes, short cycles and scarce equilibrium. This is not a period for the faint-hearted, but it holds enormous opportunity for players willing to look beyond the turbulence and understand the deeper order.”

Stanford Investment Group, Inc.’s investment, research, operational and client service professionals, work together to provide a high touch experience uniquely individualized to clients’ needs. The firm was recently recognized in The San Jose/Silicon Valley Business Journal (September 21, 2012) for the inaugural NABCAP (National Association of Board Certified Advisory Practices) list of TOP Wealth Managers in Silicon Valley.

For more information visit the Stanford Investment Group, Inc. website at:

For more information on Paul Saffo go to

Stanford Investment Group, Inc. an SEC Registered Investment Advisor and FINRA member Broker/Dealer, is not affiliated with Stanford University.

The views, opinions and/or materials presented at the October 4, 2012 presentation are solely those of the speaker, Paul Saffo, and do not necessarily reflect the views or policies of Stanford Investment Group, Inc.

Investing involves risk. Past performance does not guarantee future results. Investment returns and principal value of an investment will fluctuate.

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Joya Whitford
Stanford Investment Group
(650) 941-1717
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