SGL Investment Advisors, Inc.

Overview

SGL Investment Advisors, Inc. is a SEC-registered corporate RIA that began registration in 2014. The firm serves both individual and family clients as well as institutional accounts and provides portfolio management services geared toward individuals and small businesses. It operates a broker-dealer and insurance broker business alongside its advisory practice, charges fees based on a percentage of assets under management, and is not positioned as a capital allocator. The firm identifies itself as an active ESG investor, indicating environmental, social or governance factors are incorporated into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives