A complete list of active advisors currently associated with Severin Investments LLC

Warmer can help you find a great advisor at Severin Investments LLC or one who fits your needs even better.

Severin Investments serves individuals and high‑net‑worth clients as well as trusts, estates, defined contribution plans, and other financial advisers and broker‑dealers. The firm offers discretionary portfolio management via proprietary model portfolios, institutional retirement advisory, 401(k) consulting and monitoring, comprehensive and limited financial planning, estate‑planning support, and a sponsored wrap‑fee program. Client relationships are built around an Investment Policy Statement used to match households to actively managed models; smaller accounts are typically placed in ETF‑only models while larger accounts are placed in stock‑and‑bond models, and the lineup also includes a rules‑based Relative Strength momentum model. Investment decisions combine fundamental and technical analysis, employ tactical tilts and sector rotation, and rely on ETFs for international, commodity, and fixed‑income exposure where that is more efficient. Distinctive aspects noted in the firm’s brochure include providing sub‑advisory and model‑management services to other advisers, overlay managers, and TAMPs (including uploading and updating proprietary models), and operating a wrap‑fee program available only to the firm’s advisory clients. The firm discloses use of solicitors/referral arrangements and issues periodic performance reports and advisor‑facing materials (including separate client and advisor websites); management personnel are also licensed insurance agents and may receive commissions for insurance product sales.

To learn more about the advisors currently working at Severin Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.