Products & Services

Institutional

Through our affiliate, SGL Investment Advisors we offer seven distinct strategies emphasizing the strict adherence to a disciplined approach to research, stock selection and portfolio management.  We work either directly or with a consultant to offer a risk appropriate portfolio that adheres to the investment policy given to us by the institution. 

At SGLIA, we also assist clients with developing and amending the investment policy statement upon request. 

Our disciplined approach to managing assets is an effective way of allowing the institution the ability to project volatility and performance relative to benchmarks and varying market conditions.

individuals

SG Long Financial offers individual investors the opportunity to work with a licensed professional financial advisor, regardless of the size of their portfolio. We provide customized services aimed at providing the right solutions for each  individual and treat all of our clients with honesty, integrity and transparency. 

Providing personalized guidance and education to our clients is the foundation of our business. We help our clients navigate the benefits and features of investment options which allows us to build a disciplined portfolio specifically tailored to meet the client’s investing objectives and risk tolerance.

Individual investors also have access to our in-house research team so they can understand what they own and how different market conditions will impact their portfolio.

 

We offer:

  • Investment Management

  • Investment Policy Consultations

  • Customized reporting

  • Online Access to Information

  • Direct Access to Research and Portfolio Management Team

  • Presentations to Consultants, Boards or Executive Management

We offer:

  • Stocks

  • Bonds

  • Mutual Funds, ETF's (Exchange Traded Funds), UIT's (Unit Investment Trusts)

  • Retirement Plans

  • Long Term Care Insurance

  • Life Insurance

  • Annuities

  • Investment Portfolio Management Services through our affiliate SGLIA