Severin Investments

CONNECT

Address:

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

Phone:

(866) 983-2707,(314) 983-2707

Fax/Other:

(314) 983-9218

Performance

Severin Investments Model Performance  

Severin Investments claims compliance with the Global Investment Performance standards, and is validated by a third party through December 31st, 2016. We currently have composite performance available through Q2 2018, and we update this performance quarterly. Please email info@SeverinInvestments.com if you are interested in receivng a copy of our GIPS Policies & Procedures or if you would like further information about our programs. 

 

THE GROWTH PROGRAM

The Growth Program is designed for long-term investors who wish to seek capital appreciation. Strategic allocations range from 70% - 100% equity. These models include domestic, international, and emerging markets securities, which are also diversified by cap-weighting. Click here to view more information about the Growth Program.

Severin Long Term Growth Performance

Severin Moderate Growth Performance

Severin Conservative Growth Performance

 

THE CURRENT EQUITY INCOME PROGRAM

The Current Equity Income Program is designed for investors who are seeking both capital appreciation and income. This domestic value program is 100% equity. Securities in this program must have better than market dividend yields as well as historical and projected stable/growing dividiends. The Current Equity Income model focuses mostly on large-cap securities. Click here to view more information about the Current Equity Income Program.

Severin Current Equity Income Performance

 

THE GROWTH & INCOME PROGRAM

The Growth & Income Program is designed for investors who are looking for income while maintaining some growth potential. The strategic allocation allows from 40 - 60% equity, however, the one model in this program usually sits around 50% equity. This model includes domestic, international, and emerging markets securities, which are also diversified by cap-weighting. Click here to view more information about the Growth & Income Program.

Moderate Growth & Income Performance

 

THE INCOME PROGRAM

The Income Program is designed for investors who are looking for income and capital preservation. This program ranges from 60 - 100% fixed income. The fixed income is actively managed to adapt to the interest rate climate. Click here to view more information about the Income Program.

Contact SI to for more information about fixed income performance. 

 

Past performance is not indicative of any specific investment or future results.  Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.

 
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