What could a Second Opinion on Your Investments Show You?
Your investment portfolio plays an important role in your financial future.
A fresh perspective from a professional portfolio manager can help you better understand how your investments are positioned—and identify potential risks, costs, or inefficiencies you may not have considered.
What does a portfolio manager see?
Asset Allocation
Fund & Security Overlap
Asset Allocation
How much of your portfolio is allocated to stocks, fixed income, cash and other investments—and is that allocation appropriate for what you're trying to accomplish?
Sector Exposure
Fund & Security Overlap
Asset Allocation
Two portfolios with the same stock/bond allocation can have very different risks. We examine where your equity exposure is concentrated across sectors and industries.
Fund & Security Overlap
Fund & Security Overlap
Fund & Security Overlap
Owning several mutual funds or ETFs can create the appearance of diversification while repeatedly exposing you to many of the same underlying companies.
Risk Analysis
Investment Costs
Fund & Security Overlap
We evaluate the potential range of outcomes associated with your current investments and whether that level of risk is consistent with your expectations.
Investment Costs
Investment Costs
Investment Costs
Advisory fees aren't always the only costs associated with an investment strategy. We help you understand the costs associated with your current portfolio.
Your Second Opinion from a Portfolio Manager
There's a difference between selecting investments and managing a portfolio.
At Severin Investments, investment management is at the core of what we do. Our team constructs and actively manages diversified portfolios using individual stocks, bonds and ETFs.
Our investment process considers decisions at multiple levels:
Asset Classes → Sectors → Industries → Individual Securities
We research investments, evaluate changing market conditions and make portfolio decisions on behalf of our clients.
That same investment-management perspective is what we bring to your second opinion.
Meet the Portfolio Managers
Jeffrey J Severin, MBA
Tess Severin Butler, JD, CFP®
Tess Severin Butler, JD, CFP®
Founder, CEO & Portfolio Manager
Jeffrey Severin has more than 27 years of investment experience as a portfolio manager and investment strategist.
Jeff began his financial career with John Hancock Financial Services before moving into portfolio management at UBS PaineWebber and later Wachovia Securities. At Wachovia, he served on the fir
Founder, CEO & Portfolio Manager
Jeffrey Severin has more than 27 years of investment experience as a portfolio manager and investment strategist.
Jeff began his financial career with John Hancock Financial Services before moving into portfolio management at UBS PaineWebber and later Wachovia Securities. At Wachovia, he served on the firm's PIM platform, where he managed diversified strategies of individual stocks, bonds and ETFs.
Jeff founded Severin Investments in 2013. Many of the firm's investment strategies today trace their history to strategies Jeff began managing more than 20 years ago.
Tess Severin Butler, JD, CFP®
Tess Severin Butler, JD, CFP®
Tess Severin Butler, JD, CFP®
COO & Portfolio Manager
Tess joined Severin Investments in 2016 and today serves as President and Portfolio Manager. She works alongside Jeff in managing the firm's investment strategies, including research, portfolio construction and ongoing investment decisions.
Tess is also a CERTIFIED FINANCIAL PLANNER™ professional and attorney. Her
COO & Portfolio Manager
Tess joined Severin Investments in 2016 and today serves as President and Portfolio Manager. She works alongside Jeff in managing the firm's investment strategies, including research, portfolio construction and ongoing investment decisions.
Tess is also a CERTIFIED FINANCIAL PLANNER™ professional and attorney. Her background brings together investment management, financial planning and legal training, providing a broader perspective on how investment decisions fit within a client's overall financial objectives.
What to Expect
1. Request Your Review
Fill out our form and someone from our office will reach out to learn a little about you and set up your complimentary review.
2. Share Your Current Portfolio
Provide a recent investment statement or list of your investments so our team can evaluate your holdings. If you prefer, you may redact account specific information.
3. Meet with a Portfolio Manager
We'll walk you through our observations and answer your questions. Most meetings are virtual, though we do have some in person times available for local clients.
4. Decide What Makes Sense for You
There is no obligation to make changes or become a client.