SG SECURITIES, LLC

Overview

SG Securities, LLC is a small independent advisory firm serving individual and family clients with a heavy emphasis on equity portfolios and fee-based financial planning. The firm combines portfolio management with insurance brokerage and hourly planning work, and it runs discretionary accounts for nearly all of its clients. Investment activity centers on exchange-traded equities as the primary building block for client portfolios, while fixed-income exposure and other liquid mutual fund strategies appear secondary. The firm also allocates to a limited set of alternative strategies — notably real estate, commodities and oil & gas — to add diversification and income-oriented exposure outside the public markets. Educational workshops and client-focused planning are part of the service mix, indicating an advisory approach that pairs portfolio management with ongoing client education.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices