Active Investment Management

Always Putting Your Interests First

At SGH Wealth Management, we craft custom investment strategies designed to achieve your specific goals, based on your unique facts, circumstances and life stage.

Our unbiased approach allows us to create lower-cost portfolios that reflect how investment professionals often structure their own invest portfolios.

A 1% increase in annual fees reduces an investor’s return by approximately 18% over 20 years*

We actively review our clients’ portfolios on a regular basis by monitoring our models to ensure that risk levels stay within the parameters established by your specific risk tolerance.

We can also coordinate with clients’ accountants to manage taxable gains and losses.

All client portfolios are held in separate custody with Charles Schwab & Co. thereby providing you with unfettered access and independent third-party validation of your investments.