With over 50 years of collective experience in the investment industry, the staff of SGL Investment Advisors has managed money through a wide variety of economic climates. While some of our larger competitors have struggled due the recessionary environment which began in 2008, SGL has continued to grow due to our client focused approach.

Our focus on individualized service mandates a high level of flexibility. Serving a clientele base that includes high net worth individuals, profit sharing plans, trusts, endowments and institutional plans requires us to maintain a wide array of service and investment options for our clients.

 

 

 

 

 

 

Amongst the myriad of options available to investors, the particular terminologies can quickly become confusing. As an Investment Advisor, SGL Investment Advisors operates in a fashion that may be unfamiliar to individuals and institutions who are used to a traditional brokerage or mutual fund model.

An Investment Advisor has discretionary authority over the accounts it manages. Akin to 'Limited Power of Attorney', SGL's staff directly manages our client's investments in their best interest. We continuously monitor all of the investments that we buy on behalf of clientele. As situations necessitate, SGL modifies portfolios to meet changing circumstances.

As our world continues to change at an ever-increasing rate, this ability to instantly adapt a portfolio is a valuable resource. With an account @ SGL Investment Advisors Inc., you can rest easier with the knowledge that a team of experienced professionals is monitoring every security in your account on a daily basis.