Entities

SGL Investment Advisors

SGL Investment Advisors

Acronym
SGLIA
Location
Founding Date
1980

SGL Investment Advisors is an employee-owned investment manager specializing in superior in-house research and modern analytics. It manages six different core strategies for high-net-worth individuals and institutions, including equity, fixed income, and balanced portfolios. Its research efforts focus on minimizing risk and preservation of capital while seeking undervalued securities with significant long-term upside.

STRATEGIES


Growth Advantage

This strategy is designed for the risk-tolerant investor with a mid to long-term investment time horizon. Portfolios are typically 95% to 100% allocated to equity securities. Targeted performance over a market cycle is greater than 100% of the S&P 500 with 100% market risk. 


Growth & Income

This strategy is designed for the risk-tolerant investor with a mid to long-term investment time horizon. Portfolios are typically 95% to 100% allocated to equity securities.  Targeted performance over a market cycle is greater than 100% of the S&P 500 with 85% market risk.


Total Return Plus

This strategy is designed for the risk-tolerant investor with a mid-term investment time horizon or a risk-neutral investor with a mid to long-term outlook. Portfolios are typically 60 to 65% allocated in equity securities with the remainder of the Portfolio allocated to fixed income securities and cash balances.  


Total Return

This strategy is designed for the risk-tolerant investor with a mid-term investment time horizon or a risk-neutral investor with a mid to long-term outlook. Portfolios are typically 50% allocated in equity securities with the remainder of the Portfolio allocated to fixed income securities and cash balances.


Capital Preservation

This strategy is designed for the risk tolerant investor with a mid-term investment time horizon or a risk neutral investor with a mid to long-term outlook. Portfolios are typically 30 to 35% allocated in equity securities with the remainder of the Portfolio allocated to fixed income securities and cash balances.


Strategic Income

This portfolio model is designed for the investor in search of current income and/or preservation of principal. It primarily focuses is on taxable-income-generating debt instruments that the advisor believes may offer income or appreciation potential above that of the market and/or benchmark. 


Stewardship Portfolio

This portfolio is designed for the risk-tolerant investor conscious of environmental, social, and governance issues and a mid to long-term investment time horizon. portfolios are typically 95% to 100% allocated to equity securities.