Tailored Investment Portfolio
Severin Investments aims to create an investment experience that is tailored to each client’s unique needs and desires.
Tailored Investment Portfolio
Severin Investments takes a comprehensive approach to understanding your needs and desires so we can build you a tailored investment portfolio. We consider your investment objectives, income needs, time horizon, risk tolerance, outside investments and assets, personal investment mandates, and many other factors to develop an investment portfolio that is unique to you.
We offer ten different portfolio models, each of which can either stand alone as a diversified portfolio or be used in combination with another model(s) to achieve your investment objectives. Using these models helps us provide our clients with consistent, yet flexible investment experience. Overlaying a client’s personal investment mandate can add another layer of customization to our model program.
Tailored Investment Portfolio
Feeling a little stressed about retirement? Learn how Severin Investments can help you plan for confidence.
You can book online or call our office at 866-983-2707.