SGL Investment Advisors, Inc. is an investment advisory firm that offers customized portfolios focused on the objectives of each client. We are a locally owned Registered Advisory firm headquartered in Missoula, MT. Our portfolio management team services individuals, trusts, and corporations. Each of our Private Clients enjoy direct access to our money managers.

One aspect of our success is dedicated commitment to in house research. Along with our internal sources, we have access to high quality Wall Street research such as Argus, Bloomberg, Credit Suisse First Boston, S&P, and Wells Fargo. For trading and client account information, we use the Beta System, one of the most advanced systems used by Wall Street firms.

We offer a variety of products/strategies to serve our clients throughout all phases of life. We provide: college planning, financial consulting, wealth management, retirement planning, trust services, 401(k) services, and corporate pension and retirement plans.