Investment Philosophy

Prudent
Meeting unique client objectives within a unique set of constraints is the foundation of our investment approach. We focus our attention on investment grade securities and employ a portfolio management process, which meets the standards of prudence. We strive to manage risk, minimize volatility and provide returns, in accordance with your expectations, year after year.

Disciplined
Our investment management process is highly structured. Financial markets can be volatile and often unpredictable. By employing a predetermined set of rules governing both our buy and sell recommendations, we bring an established discipline to the investment process. This removes emotionality from the investment process and provides a structured framework to evaluate investment alternatives.

Client-Centered
The most important feature of our investment process is our focus on the client. Asset allocation and security selection are based on the individual goals and objectives of the client. Through discussions, the objectives, income needs, risk tolerance and tax situation of each client are reviewed. This information gathering sets the foundation upon which the investment program is built.

For detailed information about the many services Sovereign provides, please call your local Private Wealth Management Advisor.