facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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

Get Started With A Free Consultation


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.

Schedule Time to Discuss Your Goals


Investment Strategies Available to the Investors


 

Current Equity
Income Strategy

 

Current Equity Income Strategy


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.

Find Out More About
the CEI Program
Talk with an
Investment Consultant
 

Growth
Strategy

 

Growth Strategy


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
Talk with an
Investment Consultant


 

Growth &
Income Strategy

 

Growth & Income Strategy


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. Investors with a long-term time horizon, but limited tolerance to risk may find this model attractive.

Find Out More About
the Growth & Income Program
Talk with an
Investment Consultant
 

Income
Strategy

 

Income Strategy


The Income Program consists of Conservative Income. It is comprised mainly of fixed income with some equity. Conservative Income is only available as an ETF-only model.

Find Out More About
the Income Program
Talk with an
Investment Consultant
 

Relative
Strength Strategy

 

Relative Strength Strategy


The Relative Strength Strategy involves using the Relative Strength Index (RSI) to compare the performance of a stock to that of the overall market. With specific calculations, we can identify the strongest and weakest performers compared to the market overall.

Find Out More About
the Relative Strength Program
Talk with an
Investment Consultant


Know Your Risk

Interested in Getting Started?


Learn Your Risk Number