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Severin Investments Models

Below is a list of Severin Investments models that are available to individual investors or to advisers through certain overlay managers, TAMPs, and sub-advisory agreements. For more information about the models, or how you can implement them in your practice, please email info@severininvestments.com or call (866)-983-2707


The Current Equity Income Program

The Current Current Equity Income Program Chart Severin InvestmentsEquity Income Strategy (CEI) is a dividend portfolio that seeks income along with long-term growth. The model holds between 70 and 90 positions of US large and mid-cap stocks. All stocks that are held in this model must pay average dividend yield of the stock market or better. CEI is sector weighted to its benchmark, the Russell 1000 Index.  Current Equity Income has over 5 years of Global Investment Performance Standards (GIPS) audited performances.

To determine the appropriate portfolio for your needs, we provide you with an Investment Policy Statement (IPS). This IPS measures your investment risk, your goals, and your income needs then we match you with one of our portfolios. We continually monitor the risk of our portfolios and update your IPS every two years.


The Relative Strength Program

The Relative Strength strategy is a systematic portfolio baseRelative Strength Program Pie Chart Severin Investmentsd on the relative strength index. The Relative Strength Index (RSI) is a technical indicator that compares the performance of a stock to that of the overall market. 

By using specific calculations, we can identify the strongest and weakest performers compared to the overall market. The universe of stocks for selection is the constituents of the S&P 500 index.  The portfolio consists of 49 stocks that are equal weighted on the first trading day of each month based on recent price action relative to its benchmark (S&P 500).


The Growth Program

The Growth Program Strategies include three styles: Conservative Growth, Moderate Growth, and Long-Term Growth

Each style is available as either a combination of stocks, bonds, and ETFs model, or an ETF only model. These strategies are market capped and sector weighted to their benchmarks. We sector and market cap rotate as sectors and caps fall in and out of favor.

To determine the appropriate portfolio for your needs, we provide you with an Investment Policy Statement (IPS). This IPS measures your investment risk, your goals, and your income needs then we match you with one of our portfolios. We continually monitor the risk of our portfolios and update your IPS every two years.


The Growth & Income Program

MSeverin Investments Moderate Growth and Income Pie Chartoderate Growth & Income (MGI) is designed to provide moderate capital appreciation along with income. This style is only managed as a stock, bond and ETF model. Investors with a long-term time horizon, but limited tolerance to risk may find this model attractive.

To determine the appropriate portfolio for your needs, we provide you with an Investment Policy Statement (IPS). This IPS measures your investment risk, your goals, and your income needs then we match you with one of our portfolios. We continually monitor the risk of our portfolios and update your IPS every two years.



The Income Program

Severin Investments Conservative Income Pie Chart

The Income Program Strategy is a portfolio based around fixed income with some equity. Conservative Income is only available as an ETF-only model.

To determine the appropriate portfolio for your needs, we provide you with an Investment Policy Statement (IPS). This IPS measures your investment risk, your goals, and your income needs then we match you with one of our portfolios. We continually monitor the risk of our portfolios and update your IPS every two years.