Severin Investments, LLC

CONNECT

Address:

211 North Broadway, Suite 2925
St. Louis, MO 63102

Phone:

314 983-2707,866 983-2707

Fax/Other:

314 983-9218

What Makes Us Different

 

 

 

 

 

Three Key Features That Make Us Different

Client First Approach

We are a private financial services firm that focuses on portfolio management and investment planning.  Being independent allows us to put our clients' needs as our top priority because we are not beholden to any products or services.  Each client is given a financial review that maps out their current holdings and risk exposure, their target retirement dates, current contributions, as well as a retirement spending benchmark, giving them the ability to answer:

“How much do I need to retire?”

“When is the right time to begin retirement?” 

Daily Wealth Management 

Severin Investments' focus is on money management. We bring to the table decades of experience in our industry, a fully licensed staff, and the ability to custom build portfolios. Our portfolios are monitored on a daily basis, and asset allocations are adjusted as market conditions dictate.  We are not passive managers, but instead choose to take both a fundamental and tactical approach to our decision making process.  Investments are chosen based on our in-house screening process using research provided by a number of leading firms. Each holding must pass suitability in regards to fundamentals, trends, and proper asset allocation. Because we do not charge any commissions, our clients can be confident that the trades we make are in their best interest.

Competitive Fees

We offer competitive fees for our services, striving to give our clients an exceptional level of customer service, financial planning, and regular communication between the client and portfolio managers. We also provide on-going consultations and in–house periodic reviews. As wrap fee managers our quarterly fee is transparent and encompasses all costs associated with our services, including ticket charges. Since we are independent, we are not beholden to any products or services, therefore all decisions are made in the best interests of our clients.  

 

 

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns 

Fees for our program include Advisory services, performance measurement, transaction costs, custody services and trading.  Fees are based on the assets in the account and are assessed quarterly.  During periods of lower trading activity, your costs might be lower if our compensation were based on commissions. A full description of our fees and services is located in our ADV and can be made available upon request.

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