institutional Products & Services

Through our affiliate, SGL Investment Advisors we offer seven distinct strategies emphasizing the strict adherence to a disciplined approach to research, stock selection and portfolio management.  We work either directly or with a consultant to offer a risk appropriate portfolio that adheres to the investment policy given to us by the institution. 

At SGLIA, we also assist clients with developing and amending the investment policy statement upon request. 

Our disciplined approach to managing assets is an effective way of allowing the institution the ability to project volatility and performance relative to benchmarks and varying market conditions.

We offer:

Investment Management

Investment Policy Consultations

Customized reporting

Online Access to Information

Direct Access to Research and Portfolio Management Team

Presentations to Consultants, Boards or Executive Management