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.
Investment Policy Consultations
Online Access to Information
Direct Access to Research and Portfolio Management Team
Presentations to Consultants, Boards or Executive Management