Severin Investments takes a comprehensive approach to understanding your needs and desires so we can build you a tailored investment portfolio. We consider your investment objectives, income needs, time horizon, risk tolerance, outside investments and assets, personal investment mandates, and many other factors to develop an investment portfolio that is unique to you.
We offer ten different portfolio models, each of which can either stand alone as a diversified portfolio or be used in combination with another model(s) to achieve your investment objectives. Using these models helps us provide our clients with consistent, yet flexible investment experience. Overlaying a client's personal investment mandate can add another layer of customization to our model program.
Request an appointment with one of our investment professionals to learn how Severin Investments can customize your portfolio to meet your unique needs.
You can call our office at 866-983-2707 or book an appointment through our online portal.
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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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