• SFG
    Investment
    Management

    Methodical
    and
    Coordinated
    Process

    We employ a Rigorous,
    Methodical
    and
    Strategic Approach...

    Investment management is where the rigor of mathematical analysis meets rational decision making. “OUT” are investment decisions driven by emotional reactions to market movements. “IN” are investment decisions that rest on the methodical and disciplined application of strategy and quantifiable measures.

    Client Interest

    SFG
    Investment
    Management

    Your Best
    Interest

    We act in the
    Best Interest
    of Clients...

    As a federally registered investment advisor, we are legally required to act in the best interest of our clients, make decisions based on thorough and accurate analysis, and disclose potential conflicts that may place our interest ahead of our clients’ interests and trade securities with a low cost and efficient execution. Unlike the suitability standard to which brokers are bound, which deems the reasonable belief in the mere suitability of recommendations for clients to be adequate, SFG’s investment advisors are subject to a fiduciary standard which places the interests of their clients ahead of their own.

    Portfolio Management

    SFG
    Investment
    Management

    World Class
    Portfolio
    Management

    We work with
    Top Portfolio
    Managers...

    Our experienced team of investment professionals scours the investment landscape to find seasoned portfolio managers of diverse specialization.

    Customization

    SFG
    Investment
    Management

    Custom Investment
    Models

    We cooperate with
    our Financial Planners...

    Through cooperation with our financial planning professionals, our investment management team produces a customized investment model for each client, taking into account such client’s risk tolerance, growth objectives and liquidity needs. Each model is adjusted periodically to incorporate changes in circumstances and goals.

    Diversification

    SFG
    Investment
    Management

    Multi-Layer
    Diversification

    We diversify within
    Asset Class and
    among Asset Classes...

    Our portfolios are composed of many different types of investments. We believe in diversification not only within an asset class but also among asset classes. Through our proactive analysis of correlations and trends, our goal is to maximize the benefits and minimize the detriments of volatility.

    Institutional Opportunties

    SFG
    Investment
    Management

    Institutional
    Investment
    Opportunities

    We access Institutional
    Type Investment Opportunities

    Our substantial amount of assets under management allows us to utilize certain investments generally reserved for institutional investors due to their elevated minimum investment requirements.