A Fiduciary Approach to Growing Your Wealth

Our investment professionals take a holistic approach to getting to know you both personally and financially, so we can create the best investment portfolio for your growth needs. As a fiduciary, we sit on the same side of the table as you. There is no hidden agenda or upselling motive when you work with us to build, maintain, and adjust your investment portfolio.

Aggressive Growth

Severin Investments can help investors looking for aggressive growth to build their wealth for the long-term. Our active management style allows us to overweight securities and sectors with the most growth potential in the current market environment, and adjust those positions as conditions change. While we lean into growth opportunities, we avoid overly speculative investments or shorting securities. Whether you're investing for retirement or investing to leave a legacy for future generations, we can build you an investment portfolio to achieve your aggressive growth objectives.

Moderate Growth

Most investors want to build their wealth over time, but also prefer implementing more volatility control in the short term. We can help you build an investment portfolio that hits the right point on the risk-return spectrum for your investment goals and comfort level. 

Growth to Maintain Wealth

Many conservative investors who take income on their investments still want to avoid portfolio depletion and mitigate inflation pressure. This is why most of our investment plans include an equity growth component. We can help reduce the portfolio's short term volatility by including fixed income, overweighting defensive sectors during volatile markets, and choosing stocks that tend to be more stable than the broad market. Our portfolio management expertise helps retirees invest and take income confidently.