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    • Home
    • About
      • Our Team
      • Our Purpose
    • Private Clients
      • Working With Us
      • Portfolio Management
      • Retirement Planning
      • Estate Planning
      • Investing for Growth
      • Generating Income
      • Tailored Portfolio
    • Financial Advisors
      • Tactical SMA Strategies
    • Client Portal
    • Contact
Severin Investments

Signed in as:

filler@godaddy.com

  • Home
  • About
    • Our Team
    • Our Purpose
  • Private Clients
    • Working With Us
    • Portfolio Management
    • Retirement Planning
    • Estate Planning
    • Investing for Growth
    • Generating Income
    • Tailored Portfolio
  • Financial Advisors
    • Tactical SMA Strategies
  • Client Portal
  • Contact

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Professional Portfolio Management for Your Clients. More time for your practice.

Dedicated Portfolio Management

Dedicated Portfolio Management

Dedicated Portfolio Management

 Give clients access to an experienced investment team focused on research, portfolio construction and active management. 

More Time for Your Clients

Dedicated Portfolio Management

Dedicated Portfolio Management

 Spend less time researching securities and managing portfolios and more time providing advice, serving clients and growing your practice. 

A Differentiated Offering

A Differentiated Offering

A Differentiated Offering

 Move beyond generic models with separately managed strategies built using individual securities and ETFs. 

Transparency and Control

A Differentiated Offering

A Differentiated Offering

 Clients retain ownership of the underlying securities, providing greater visibility and opportunities for customization. 

Available Strategies

The Growth Program

Our growth portfolios are diversified asset allocation strategies designed to accommodate investor risk profiles ranging from aggressive growth to balanced portfolios. These models are tactically managed on an asset class, sector, industry, and security level. Each holds around 100 positions and we recommend a minimum account size of around $150,000.


Our ETF portfolios provide diversified asset allocation across a similar range of investment objectives. Each strategy applies our tactical approach at the asset-class and sector levels through a streamlined portfolio of approximately 20 ETF positions and we recommend a minimum account size of around $20,000.


  • Severin Long Term Growth
  • Severin ETF Long Term Growth
  • Severin Moderate Growth
  • Severin ETF Moderate Growth
  • Severin Conservative Growth
  • Severin ETF Conservative Growth
  • Severin Moderate Growth & Income

Severin Current Equity Income

Severin Current Equity Income is an actively managed, diversified equity strategy designed to pursue dividend income and long-term capital appreciation. The portfolio invests in individual stocks and is tactically managed at the sector, industry and security levels, generally holding approximately 100 positions and targeting a 3-4% dividend yield. This model also holds around 100 positions and we recommend a minimum account size of around $150,000.

blue globe sitting on some reports

Investment Philosophy

Severin Investments actively manages diversified portfolios of stocks, bonds, and ETFs for its clients. We use a top-down approach to adjust the portfolios to changing market conditions, and choose individual securities that balance growth potential with risk management. 

someone holding some reports depicting charts

Portfolio Positioning

We assess economic and market conditions to determine appropriate asset-class, sector and industry exposure for each strategy. 

A hand pointing to a computer with stock charts.

Security Selection

 We evaluate individual securities and funds based on quality, fundamentals, valuation and portfolio fit. 

A woman presenting research to an investment committee.

Ongoing Management

 We monitor portfolios, manage risk and adjust positioning as market conditions change. 

Platforms & Access

Our models are currently available through: 


  • Schwab Managed Account Marketplace
  • Adhesion
  • Vestmark
  • SmartX


Don't see your platform? Contact us to discuss availability and potential access!

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Copyright © 2026 Severin Investments - All Rights Reserved.


Investment Advice offered through Severin Investments LLC, a registered investment advisor. No investments are guaranteed, and investing involves the risk of loss.


The material listed in this website is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only, and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or strategy performed in reality.

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