A complete list of active advisors currently associated with SGL Investment Advisors, Inc.

Warmer can help you find a great advisor at SGL Investment Advisors, Inc. or one who fits your needs even better.

SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, nonprofit organizations, municipalities, and corporations, reporting roughly $392 million in discretionary assets under management and a six‑advisor team serving about 700 clients. The firm sponsors wrap programs — SGL Managed Portfolios and Managed ETF Portfolios — and offers portfolio construction, ongoing monitoring, client education, and quarterly performance reporting. Investment decisions are driven by an in‑house research team that emphasizes individual‑security analysis and a three‑pronged Business–Value–People evaluation, with model implementation and oversight by an investment committee using risk‑adjusted asset allocation and time‑weighted composite reporting. SGLIA also offers an all‑equity Stewardship portfolio that applies a third‑party ESG screen reviewed semi‑annually, alongside ten managed ETF portfolios that are reviewed on a quarterly basis for more passive exposure. The firm’s regulatory and operational structure is notable: it is affiliated with S.G. Long & Company and parent SG Long Financial Services Corp., and many financial professionals are dually registered to provide broker‑dealer and insurance products while also acting as relationship managers for advisory clients. SGLIA uniquely combines wrap‑program sponsorship, in‑house composited performance reporting (including predecessor/performance disclosures), and explicit servicing for nonprofit and municipal clients — characteristics the brochure identifies as less common among similarly sized team firms.

To learn more about the advisors currently working at SGL Investment Advisors, Inc., 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.