Severin Investments LLC

Severin Investments LLC

5.0
6 employees
9 years in business

About this pro

Founded in 2013, Severin Investments, LLC is a portfolio management firm located in St. Louis, Missouri.  Jeffrey Severin, founder of Severin Investments, has over 27 years of investment experience as both a portfolio manager and investment strategist.  Severin Investments manages 7 strategies of stocks, bonds, and ETFs to individuals, RIA firms, and Broker Dealer firms. We are a fee-based fidcuiary that manages seven portfolios of stocks, bonds, and ETF's. 

We enjoy working with individuals to help them develop goal-oriented strategies using our actively managed portfolios. When we meet with you, we will develop an Investment Plan together, which lays the groundwork for how we will allocate your funds. Then, we'll review with you as often as you need to make sure your Investment Plan is evolving with you and your family.

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Credentials

St. Louis, MO 63102
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Phone verified

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FAQs


What is your typical process for working with a new customer?

A compementary investment plan helps us determine which portfolio will best suit your needs. Once the plan is formed, we will implement your allocation and actively manage your account. We recommend meeting with your advisor at least once per year to update your investment plan and make any changs necessary to keep you on track.


What education and/or training do you have that relates to your work?

Our team has over 35 years+ of experience in the securities related industry and portfolio management.


Do you have a standard pricing system for your services? If so, please share the details here.

We are a fee-based wrap fee manager. Our fees are based of a tiered fee schedule. 


What types of customers have you worked with?

We manage money for private clients, employer sponsored retirement plans, and other financial advisors as a third party manager.


What questions should customers think through before talking to pros about their needs?

What kind of liquidity do you have?

Is the advisor or portfolio manager a fiduciary?

What kind of internal fees do their portfolios have? Are their internal fees like a mutual fund?


Services offered