Changing Wealth Management for the Better.

No fees unless your portfolio beats the market.

Global Strategy
U.S. Strategy
Socially Responsible
 

We’re Everything Your Financial Advisor Isn’t.

We believe the traditional financial advisor model is inefficient and outdated. And we’re out to change personal wealth management for the better. Here’s how.

We Put Your Interests First

We only charge a fee if your portfolio beats the market by at least .25% per quarter. You will never underperform because of fees again.

We NEVER charge a commission or transaction fee. We have no hidden fees or conflicts of interest.

Our success depends on one thing only — your success.

Bear Market Strategy

Given the current bull market, you may be wondering if now is a good time to invest or reallocate existing investments.

The answer is “yes.”

Our proprietary technology incorporates automatic bear market protection that will actively shift a portion of your stock investments to asset classes that typically do better when stock prices fall.

No More Middleman

We combine money management with financial planning. We don’t outsource investment management to mutual fund or stock ETF managers.

We develop a financial plan, implement it and manage the security selection to help you reach your financial goals.

And we only charge you a fee for all of this if we beat the market by at least .25% per quarter.

Transparency

At SGIM, your portfolio’s performance data is always displayed, as well as your portfolio benchmark – so you can always measure your success.

No more guessing whether or not you’re reaching your financial goals. It’s always available online.

schedule 5 Minute Sign Up

We know how time-consuming opening an account can be.

So we made it easy. Open an individual, joint or IRA account today.

Step 1:
Concise Plan

Answer questions about you, your family, financial goals and needs

SGIM then builds a recommendation based on our core principles of long-term wealth management

You are always free to alter the recommended plan

Step 2:
Open Account

An account is created in your name, held at our custodian

Fund the account either by wire or transferring securities

Link your SGIM account to your checking account for easy, direct ACH transfers

Step 3:
Invest Intelligently

We start managing your money

Log in at any time to see how your accounts are doing

You’ll also receive a comprehensive quarterly review detailing your portfolio’s performance

We never charge commissions, transaction fees or custodial fees.

Ready to get started?

Transparent Pricing
No Fee Unless Your Portfolio Beats The Market By At Least .25% Per Quarter
Institutional Approach
Bear-Market Strategy
No Hidden Fees
Proven Track Record
*Performance numbers are hypothetical, based on rigorous historical backtesting and try to model actual account performance. ​However, they are not based on live data, and it would not have been possible to own these portfolios. The results are entirely hypothetical. Hypothetical performance results have many inherent limitations, including, but not limited to the following: (i) hypothetical results are generally prepared with the benefit of hindsight; (ii) hypothetical trading does not involve financial risk, and (iii) hypothetical trading records may not be able to account for the impact of financial risk in actual trading. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown here as there are frequently differences between hypothetical performance results and the actual results subsequently achieved by any particular program. There are numerous other factors related to the markets in general and/or the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results, all of which may adversely affect actual results.