Managed Portfolios

SGL Investment Advisors, an affiliate of S.G. Long & Company, is a registered Investment Advisory firm that offers advisory services to high net worth individuals, trusts, retirement plans, charitable organizations, and corporations.

Our team works directly with customers to identify and evaluate the goal of each portfolio. We utilize asset allocation models that employ a methodology to determine appropriate securities based on each customer’s individual investment objective and risk tolerance. Our research specialists combine a macro-economic analysis with a company specific review to identify securities that we expect to outperform their peer group and/or the market as a whole. This comprehensive approach for investing, in-house research, and a strong focus on customer service, is the cornerstone to the success of our company and you our client.