A complete list of active advisors currently associated with SG Financial
Warmer can help you find a great advisor at SG Financial or one who fits your needs even better.
SG Financial provides ongoing discretionary portfolio management and financial planning services for individuals and high-net-worth clients, including a productized, planning-first engagement aimed at business owners and clients with complex financial lives. The firm prepares a written investment policy for each client and offers both ongoing asset management and stand‑alone planning deliverables. The firm’s investment approach combines fundamental analysis and modern portfolio theory, with a primary emphasis on ETFs alongside mutual funds, fixed income, REITs, private placements and insurance-based products; SG Financial also uses margin and options strategies when appropriate. It operates under a stated fiduciary standard, documents client risk tolerances in Investment Policy Statements, and seeks fair allocation of investment opportunities across client accounts. Compared with many peers, SG Financial is affiliated with an insurance business and its supervised persons sell insurance products and receive related compensation, a relationship the brochure discloses and discusses as a potential conflict of interest. The firm also departs from the typical AUM-only model by offering fixed-price planning, flat monthly retainers and hybrid engagement structures, and it requires clients to use specific custodians while not aggregating trades for multiple accounts.
To learn more about the advisors currently working at SG Financial, 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 |
|---|---|---|
Henderson, NV
| 4
| |
Henderson, NV
| 8
|
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