PROVIDING COMPREHENSIVE SOLUTIONS

 

Tailored to Your Needs


INDIVIDUAL INVESTORS

INVESTMENT PROFESSIONALS

INVESTMENT STRATEGIES


At Severin Investments, We Work With You to Prepare For What's Next

Our clients are unique, as are their needs. In order to develop your portfolio, we want to get to know you and understand your goals. You've saved diligently, found financial success and are now looking for guidance in growing and preserving your wealth. Severin Investments can help.

Individual Investors

Severin Investments is here to assist you in achieving your financial goals by developing a portfolio that will help enhance and protect your wealth.

We offer each of our clients a personalized investment plan which begins with us getting to know you

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Investment Professionals

Our clients also include investment advisors with which we work to develop models and best practices that are specifically tailored to their needs.

Severin Investment Models are available to advisors through certain overlay managers, TAMPs and sub-advisory agreements.

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INVESTMENT STRATEGIES AVAILABLE TO THE INVESTORS

The Current Equity Income Strategy (CEI) is our flagship model. CEI is a 100% equity portfolio that uses common stock and limited partnerships to achieve an above market dividend yield with capital appreciation. Current Equity Income is fully invested in US equities and generally holds around 85 securities.

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The Growth Program includes three styles:

  1. Long-Term Growth
  2. Moderate Growth
  3. Conservative Growth

Each style is available as either a stock, bond, and ETF model or a straight ETF model. These three styles have a long-term time horizon and are suitable for investors who are looking for capital appreciation. Long-term growth is the most aggressive style, while Conservative Growth is the least aggressive.

FIND OUT MORE ABOUT THE GROWTH PROGRAM

 

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