With MY SGI, the resources you need to open new accounts, track client portfolios, and manage fees are at your fingertips, drastically cutting your administrative burden.
Underpinning all our investing is our nationally-recognized Managed Risk ApproachTM. Our independent thinking sets us apart from most other asset managers; we are not affiliated with any other companies.
You can match our products and strategies to your clients’ goals, risk tolerance, and timeframes. There are no size requirements or minimum investments for managed accounts.
We’ll help with everything from closing a new client and providing educational materials to answering a quick “how to” navigation question about MY SGI. We’re here for you.
We build a mosaic of each company to ensure we fully understand its potential for return - and for hidden, idiosyncratic risks.
01 RISK Gain deep knowledge of every company we own and how all our portfolio companies work together.
02 RETURN Understand the potential for gain from each company.
03 OPTIMIZE Build the lowest risk portfolio with the best return potential.
04 IDIOSYNCRASIES Evaluate company from all angles to uncover potential issues.
Managed risk equity investing may lead to a long term improvement in risk-adjusted return due to outperformance, lower standard deviation, and reduced drawdowns.
STOCKS | BONDS | BETA* | |
---|---|---|---|
Conservative | 0-25% | 75-100% | 0.03-0.07 |
Conservative Balanced | 5-40% | 60-95% | 0.07-0.21 |
Balanced | 20-55% | 45-80% | 0.21-0.35 |
Prudent Growth | 35-70% | 30-65% | 0.35-0.49 |
Growth | 55-90% | 10-45% | 0.69-0.63 |
Peak Growth | 78-100% | 0-22% | 0.56-0.70 |