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

Investment Strategies

Severin Investments Blended Model Strategies

Severin Investments blended models are split into three programs-- Growth, Growth & Income, and Income. Each program is made up of portfolio "styles", which are each managed with a unique asset class and sector weighting. Each style may have more than one model associated with it. For example, the Conservative Growth style has a stock, bond, and ETF model associated with it, and it also has an ETF only model associated with it. A chart of how these models and styles interact is displayed below:  

 

 

We manage a variety of styles to accomodate many different risk tolerances and investment objectives. We also have options to accomodate different account sizes. ETF models have around 15 securities, and are ideal for accounts between $25,000 and $100,000. A single account must be greater than $100,000 to invest in one of the models that consists of stocks, bonds, and ETFs. Severin Investments claims compliance with GIPS, and all performance shown is for the stock, bond, and ETF composites. For more information regarding our models, please reach out to info@severininvestments.com.

 

The Growth Program

 

The Growth program includes three styles-- Long Term Growth, Moderate Growth, and 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.

Click here for a description of the Growth Program.

         

Severin Long Term Growth - Performance                                                       

 

Severin Moderate Growth - Performance

 

Severin Conservative Growth - Performance

 

  

 

THE Growth & INCOME PROGRAM

 

The Growth & Income Program includes Moderate Growth & Income. This style is designed to provide moderate capital appreciation with income producing securities. This style is only managed as a stock, bond and ETF model. No straight ETF models are currently available. Investors with a long-term time horizon, but limited tolerance to risk may find this model attractive. 

Click here for a description of the Growth & Income Program.

 

Severin Moderate Growth & Income - Performance

 

 

THE INCOME PROGRAM

 Finally, the Income Program consists of two styles-- Conservative Income and Moderate Income. These styles are comprised mainly of fixed income with some equity. They are only available as ETF only models at this time, and are ideal for short-term investors with little tolerance for market risk. 

Click here for a description of the Income Program.

 

Severin Moderate Income

 

Severin Conservative Income

 

 

 

 

 

 

 

 

 

 

 

 

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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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