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 provides discretionary portfolio management and wrap-fee advisory services to individuals (including high‑net‑worth clients), trusts, retirement plans, non‑profits, corporations, and municipalities. The firm offers two program types under its wrap platform: SGL Managed Portfolios (seven customizable, actively managed models) and Managed ETF Portfolios (ten ETF‑based, more passive models). The firm’s investment process is driven by an in‑house research team that evaluates individual securities using a three‑pronged Business/Value/People framework and supports both direct‑security strategies (including a Stewardship direct‑indexing ESG option using a third‑party ESG vendor) and quarterly‑reviewed ETF model portfolios. SGLIA monitors accounts on an ongoing basis, delivers quarterly performance reporting and market commentary, and calculates composite, time‑weighted returns using Orion Advisor Technology while noting limits on independent verification of third‑party data. SGLIA is the sponsor of its wrap program and operates within a group structure that includes an affiliated broker‑dealer (S.G. Long & Company) and a parent, SG Long Financial Services Corp., and many supervised persons also act as registered representatives or insurance producers when providing separate brokerage or insurance services. The brochure discloses the firm’s use of composite performance reporting, its compensation and referral arrangements with associated broker‑dealer and relationship managers, and that it accepts municipal clients — features that distinguish its business model and regulatory disclosures from many peers.
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.
Name |
Location |
Years of experience |
|---|---|---|
Missoula, MT
| 8
|
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