Fiduciary Portfolio Management
Actively managed investment strategies for private clients and financial advisors.
who we serve
Private Clients
Coordinated portfolio management and fiduciary financial guidance for investors approaching retirement, enjoying retirement, or building substantial long-term wealth.
- Portfolio Management
- Financial Planning
- Estate Planning
Investment Professionals
Separately managed investment strategies designed to help advisors deliver professional portfolio management without building it in-house.
Our services
Active Investment Management
Severin Investments is a fiduciary wealth management firm that manages models of individual stocks and ETFs for our clients.
Our clients rely on our asset allocation expertise to achieve an efficiently diversified investment portfolio that balances their investment goals with market risk and longevity risk. We are a tactical investment manager, which means we adjust our clients' exposure to asset classes, sectors, industries, and companies as economic conditions change.
Severin Investments provides a hands-on approach to investment management and client education so you can feel confident in your investment portfolio and focus more on other aspects of your life.
Retirement Planning
Retirement planning is critical to understanding how we should invest your portfolio. Your advisor will work with you to understand and develop your investment goals, time horizon, tolerance for market risk, and your overall finances. Meeting with us regularly to adjust your plan helps us keep your money working for you.
Estate Planning
Estate planning is a deeply personal and essential aspect of retirement planning and investment management. Since we don't know how long we will live or how many expenses we will have as we age, it's not wise for most people to plan to spend down their assets entirely.
Whether you want to take care of loved ones or donate your assets to charity, we can educate you on your options when it comes to leaving a financial legacy.
Contact Us
Locations
Clearwater
28100 US 19 North
Ste. 311
Clearwater, FL 33761
St. Louis
211 North Broadway
Ste. 2925
St. Louis, MO 63102
Contact Information
Phone: 866-983-2707 Email: info@SeverinInvestments.com
Hours (Eastern)
Open today | 09:00 am – 05:00 pm |
We are closed on market holidays.
