Tim Lum was great to work with Tim Lum was great to work with. He was personable. He didn't rush. He was honest about things he needed to investigate before answering. He was great about following up on everything he committed to. He was easy to talk to.

Tommi was excellent to work with and… Tommi was excellent to work with and very professional. Answered all my questions. Would definitely use her again!

Great help with an account issue As an SIC note investor, I recently had a technical issue with one of my recent note purchases populating to my Lake City servicing account. I mentioned this to Heather Meredith, one of my main investor contacts - even though servicing is not her responsibility, Heather jumped right in and wrestled the issue to resolution. It took a few rounds, but she was always immediate in her responses to me, kept me informed of progress, and did what it took to get the issue resolved. Again, even though not in her lane. I really appreciate people with a can-do attitude, great customer service focus, and high standards of care that Heather exhibited here. The world needs more people like Heather, and SIC is fortunate to have her!

Awesome Professionalism! It was a pleasure speaking and solving my issue with Tommi. When I left a message she called me right away and discussed my particular situation. We were able to find a solution and a way ahead which makes me worry free and ensures I continue to invest with this company. This morning I received the paperwork from Heather which she has also been very responsive and a pleasure as well. I am very happy with the results and I will definitely use them again and again!

Great company, great products and amazing staff I have been investing with SIC since 2020. The ROI I have received from the circle of wealth fund 3 product has exceeded my expectations. Additionally, anytime I have ever had questions the staff has done a great job of responding quickly and making sure I’ve had my questions answered and they have been great about explain new opportunities. Recently I have been working with Tommi, she has an amazing wealth of knowledge and has been phenomenal to work with! I am extremely happy with this organization. I am also looking forward to taking advantage of some of the educational opportunities that this company offers!