SPG Advisors LLC

SPG Advisors LLC provides discretionary asset management and financial planning services to individuals and high‑net‑worth clients, offering ongoing portfolio management that includes investment selection, asset allocation, and portfolio monitoring. The firm also offers standalone financial plans and may recommend insurance products through an affiliated insurance agency while noting that it does not itself sell insurance products.

Investment programs are implemented under a client Investment Policy Statement and draw on both fundamental and technical analysis, with the ability to use strategies such as leveraged funds, short selling, and defensive cash positions when appropriate. SPG commonly engages a third‑party money manager, Synergy Asset Management, as a co‑provider and relies on that relationship for portfolio implementation and best‑execution reviews for certain accounts.

Distinctive features disclosed in the brochure include formal affiliations with an insurance agency and with an affiliated investment manager, as well as the firm’s role in recommending Delaware Statutory Trust (DST) real‑estate investments and charging separately disclosed DST fees that may be shared with its co‑provider. The firm also discloses potential conflicts arising from overlapping roles among affiliated entities, describes mitigation procedures, and leaves proxy voting to clients rather than voting securities on their behalf.