SGL Managed Portfolios are customized solutions utilizing individual security selection (stocks, bond, etc.) offered through a fiduciary relationship. Our In-House Portfolio Managers and Analysts work as a team to construct portfolios that meet your risk profile, tax sensitivity, cash flow needs and long-term goals. Additionally, our highly qualified research team is available to meet directly with our clients as they are locally based here in Missoula, Montana.
Our seven customized portfolios include three equity strategies, three balanced strategies and one fixed income strategy. Through these strategies we look to achieve the highest possible return while matching your comfort level with risk. For more information, view the Fact Sheets below.
*Any investment involves risks, including possible loss of principal.
The material discussed is for informational purposes only and should not be considered a recommendation, and should not be relied on in and of itself in making investment decisions.