SGL Investment Advisors (SGLIA) manages investment portfolios for individuals, organizations, and non-profits. SGLIA offers customizable investment portfolio models and managed ETF portfolios. SGLIA's in-house research team analyzes individual securities and reviews ETF performance. SGLIA focuses on risk-adjusted returns and evaluates companies based on business, value, and people. SGLIA also offers a Stewardship Portfolio that considers environmental, social, and governance factors.
Fee Structure
SGL Investment Advisors (SGLIA) offers investment management services through different portfolio types, each with its own fee structure. The annual fee covers both internal management and advisory services, charged quarterly in advance. Fees vary depending on the portfolio type and the amount you invest.
Private Client Portfolios:
- Designed for growth, total return, or capital preservation.
- Example: If you invest $250,000, your annual fee would be 1.5%.
Strategic Income Portfolio:
- Designed for income-focused investors.
- Example: If you invest $250,000, your annual fee would be 0.75%.
Non-Profit Portfolios:
- Designed for non-profit organizations.
- Example: If you invest $250,000, your annual fee would be 1%.
Managed ETF Portfolios:
- Designed for turn-key investors.
- Example: If you invest $5,000, your annual fee would be 1%.
Fees are negotiable for larger portfolios. The Managed ETF Portfolios invest in ETFs, which have their own costs factored into the investment.