Your Partner for Professional Portfolio Management

We provide high quality investment management for our clients so we can help them achieve their financial goals. Our portfolios of stocks, bonds, and ETFs allow us to provide our clients with an effective and transparent means to reach their goals while also managing risk.

We provide our clients with:

• Honest, objective advice. As a fiduciary, we act in your best interests. From your first meeting with a Severin Investments professional, you can be confident that we are passionate about putting your interests first.
• A tailored investment plan. Every client receives an initial investment planning meeting, where we will match you to an appropriate portfolio and build a strategy for achieving your financial goals. We will work with you to update your investment plan as your life changes.
• Active investment management. Our in-house portfolio management team manages seven models of stocks, bonds, and ETFs. The management team monitors the models every day and makes changes to them as economic conditions change. 
• Educational opportunities. Upon request, our management team will meet with you to provide a behind-the-scenes look at how we manage the portfolios. Additionally, we provide our clients with market updates and useful newsletters to help expand your knowledge of the investing world.
• Transparency. We provide you with everything you need to understand your accounts. Our fee is encompasses our entire relationship, and you will not find any hidden fees buried in investment products, like mutual funds. Moreover, our client portal employs state-of-the-art techology to provide you with access to your holdings, performance over any desired time period, transactions, and more. 

 

SCHEDULE A FREE CONSULTATION