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Severin Investments

211 North Broadway, Suite 2925
St. Louis, MO 63102
Phone:
  • (866) 983-2707
  • (314) 983-2707
Fax:
  • (314) 983-9218


Our Focus is on You

Severin Investments is a fee-only portfolio management firm with a Client First approach. We work with individuals and institutions to help them develop goal-oriented strategies using our actively managed portfolios of stocks, bonds, and ETFs. When we meet with you, we will develop a Working Investment Plan together, which lays the groundwork for how we will allocate your funds. Then, we'll review with you as often as you need to make sure your Investment Plan is evolving with you and your family. Learn More. 

 

The World isn't Stagnant; Your Portfolio Shouldn't Be Either

Just like you, the global economy is constantly evolving, which is why Severin Investments proactively makes adjustments in your portfolio in order to better position you for change. We use tactical investing to determine which economies and industries you should be invested in according to broad economic indicators. Then, we narrow our focus to determine specific companies that we believe have strong fundamentals and belong in your investment portfolio. Learn More. 

 

Knowledge is Power

We know that the key to happy clients is keeping them informed and helping them understand the value we are bringing to them. Your advisor's job is to educate you on the types of accounts you have, the portfolios you're invested in, the economy, and anything else you want to know. Every once in a while, the firm will also host educational seminars that all clients are invited to attend. We strive to help you make good decisions with your money and help you understand what types of investments are appropriate for you.

 

How Much Risk Can You Tolerate? This is one of the most important questions when determining how you should be invested. Our free risk questionnaire is a quick and easy way to find your risk number. 

 
 
 
 
 
 
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Contact Us

Please feel free to contact us with any questions.

Contact Us

ACCESS YOUR ACCOUNT

Clients can access their accounts through our client portal available below:

ACCOUNT ACCESS
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck