SGL Investment Advisors services a broad range of clients. Whether the client be a high net worth individual, institutional profit sharing plan, endowment, trust account or defined benefit or contribution plan - there is no such thing as an 'average client'. Our accounts are as diverse as the individuals & institutions whose financial needs depend on our work. As such, SGL Investment Advisors offers a range of customizable approaches to portfolio management not common to the investment industry.
SGL Investment Advisors strives to match high net worth individuals with appropriate portfolios that match their investment time frame and risk tolerances. From our initial assessment process to the daily portfolio management decisions, the staff @ SGL is making our investment decisions with you in mind - nothing else. Unlike the mutual fund model and may other investment advisors, SGL Investment Advisors can offer tax structured portfolio management services. That is to say, we will make decisions based on your individual annual tax needs as opposed to treating your account as simply 'one of the masses'. Our accounts are not co-mingled, meaning the securities you own are distinctly yours - as opposed to a mutual fund or hedge fund where all accounts are treated as a lumped together single account. SGL Investment Advisors also, of course, services tax qualified accounts of all varieties such as IRAs.
At SGL, we also service a wide variety of profit sharing plans, 401K programs, non profit endowments, defined benefit (pension) plans and individual and institutional trust accounts. Although these multi-participant structures are more institutionally focused, their needs are just as diverse as their individual counterparts. In some cases, specialized tax concerns are equally pertinent and require the same specific focus mentioned above. In other cases, specific performance goals as they relate to time sensitive targets require account customization approaches unique to the institution in question. Via regular presentations and the ongoing availability of all members of our staff - SGL endeavors to keep their institutional clientele base and the people it effects consistently appraised of the status of their accounts. Additionally, via their flexible multi-portfolio platform, SGL offers their clients the option of adjusting their risk exposure profile as economic conditions and institutional objectives evolve over time.