Sovereign Asset Management

Overview

Sovereign Asset Management is an independent, individual-owned registered investment adviser that registered with the SEC in 2018. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Sovereign also functions as an insurance broker and positions itself as a capital allocator, meaning it delegates to and allocates among third-party managers where appropriate. The firm does not identify as an active ESG investor and operates under a single-state footprint.

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Location & Offices