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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

If you’re just starting out on your investment journey, we’re here to answer your questions and assist you in achieving your goals. We work with individual investors by developing portfolios that will enhance and protect their wealth.

We offer each of our clients a personalized investment plan. In order to create your plan, your advisor will need to understand what your goals are for the money you plan to invest. This will help them to determine an investment horizon and how you want to spend your money.

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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.

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.

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the CEI Program
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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.

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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.

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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.

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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.

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the Relative Strength Program
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Investment Consultant


Know Your Risk

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