Weâre Everything Your Financial Advisor Isnât.
We believe the traditional financial advisor model is inefficient and outdated. And weâre out to change personal wealth management for the better. Hereâs how.
We Put Your Interests First
We only charge a fee if your portfolio beats the market by at least .25% per quarter. You will never underperform because of fees again.
We NEVER charge a commission or transaction fee. We have no hidden fees or conflicts of interest.
Our success depends on one thing only â your success.
Bear Market Strategy
Given the current bull market, you may be wondering if now is a good time to invest or reallocate existing investments.
The answer is âyes.â
Our proprietary technology incorporates automatic bear market protection that will actively shift a portion of your stock investments to asset classes that typically do better when stock prices fall.
No More Middleman
We combine money management with financial planning. We donât outsource investment management to mutual fund or stock ETF managers.
We develop a financial plan, implement it and manage the security selection to help you reach your financial goals.
And we only charge you a fee for all of this if we beat the market by at least .25% per quarter.
At SGIM, your portfolioâs performance data is always displayed, as well as your portfolio benchmark â so you can always measure your success.
No more guessing whether or not youâre reaching your financial goals. Itâs always available online.
Ready to get started?
No Fee Unless Your Portfolio Beats The Market By At Least .25% Per Quarter
No Hidden Fees
Proven Track Record
*Performance numbers prior to the year 2018 are hypothetical, based on rigorous historical back-testing and try to model actual account perforÂmance. However, they are not based on live data, and it would not have been possible to own these portfolios. The results are entirely hypothetiÂcal. Hypothetical performance results have many inherent limitations, including, but not limited to the following: (i) hypothetical results are genÂerally prepared with the benefit of hindsight; (ii) hypothetical trading does not involve financial risk, and (iii) hypothetical trading records may not be able to account for the impact of financial risk in actual trading. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown here as there are frequently differences between hypothetical performance results and the actual results subsequentÂly achieved by any particular program. There are numerous other factors related to the markets in general and/or the implementation of any specific tradÂing program which cannot be fully accounted for in the preparation of hypothetical performance results, all of which may adversely affect actual results.