Our Investment Philosophy
We invest with a focus on risk-adjusted returns. Depending on your risk tolerance, we seek to get you the highest possible return while matching your comfort level involving risk.
Our in-house research team primarily analyzes individual stocks and bonds for purchase within your portfolio. This allows us to evaluate each piece of your portfolio on its own merits.
In our *Managed Portfolios, we utilize individual security selection to remove layers of fees between you and your investments. Furthermore, this method enables us to focus on risk-adjusted returns, customization, and tax planning.
*Referencing accounts managed by SGL Investment Advisors
We also offer investment strategies tailor-made for long-term planning. These strategies utilize more traditional approaches that have a proven track record of delivering stable and steady growth so that you can achieve your long-term goals.
Should your goal be to preserve wealth, we also provide unique strategies for investors who want to protect their capital during volatile market cycles, maximize their income, and leave a legacy for their family.
Learn how our custom strategies can help at different phases of your life.