Customization

Portfolios

SGL Investment Advisors, Inc. manages a variety of portfolio models that together provide a full suite of customizable investment options for our clients. Based on a collaborative assessment process, we seek to match clients with the portfolio that best fits their individual risk tolerances, time frame concerns, liquidity needs, etc. The variables can be extensive, and SGL has created an environment that offers investors — individual and institutional alike — both flexibility and performance.

Reporting

Although often neglected among larger institutions, we appreciate the importance of the reporting process as another vital component of the communication process. As such, we have worked to create a quarterly report document that we are proud of and — much more important — that our clients understand and appreciate. It’s designed to be readable, intuitive and relevant. Our reports are maintained in-house and are available for interim meetings or inquiries. They allow for customization of time frames, benchmarks and various other reporting criteria.