Wealth Management

Wealth Management success is a long-term process that involves thoughtful communications between advisor and client; as well as the disciplined execution of an investment strategy that is developed to uniquely align the client’s investment objectives and goals within appropriate risk and tax parameters.

Investment Expertise

At SFE, our investment expertise is twofold.  We are stock-pickers and are very focused on investing in superior businesses for our client’s portfolios; and we are disciplined portfolio risk managers with a process that frequently rebalances portfolios with an eye on “trimming high” and “buying low”.  

 

When we buy equities for our clients’ separately managed accounts, we primarily invest in businesses that are financially strong, competitively well-positioned, pay dividends and have excellent management teams.  

Portfolio Risk Management

We believe that portfolio risk management applied over time is the most important factor in ultimately helping our clients achieve their investment goals.  To mitigate risk, we focus on both the prices paid for individual investments as well as the relative attractiveness of the overall market. We adjust underlying asset allocations of our clients’ portfolios to reflect changing market conditions or our clients’ circumstances.

Portfolio Risk Management

We believe that portfolio risk management applied over time is the most important factor in ultimately helping our clients achieve their investment goals.  To mitigate risk, we focus on both the prices paid for individual investments as well as the relative attractiveness of the overall market. We adjust underlying asset allocations of our clients’ portfolios to reflect changing market conditions or our clients’ circumstances.

Team Approach

Ours is a team approach and we encourage client questions and discussions.  Many of our clients are on a first name basis with several professionals on our team.  We have learned that our integrity and honesty builds confidence for our clients and helps them stay on track for the long term. 

 

Our success is demonstrated by our diverse client base built over forty years mostly by referrals; as well as by the number of multi-generational family clients in which two and even three generations are represented.

If you are a financial advisor or organization interested in our services, please navigate to our Asset Management page here: