SGH WEALTH MANAGEMENT

Overview

SGH Wealth Management is an independent registered investment adviser that focuses on fee-based planning and discretionary portfolio management for individuals, families and small institutions. The firm offers traditional financial planning, ongoing portfolio oversight and client education through seminars and workshops. Its revenue model combines a percentage-of-AUM fee with hourly and fixed-fee engagements for planning work. Investment emphasis is squarely on equities, with exchange-traded instruments comprising the dominant portion of client portfolios. SGH uses liquid public markets as the core exposure and supplements that core with targeted allocations to mutual funds, corporate debt for income layering, and third-party-managed alternative strategies. The firm does not present itself as an ESG-focused manager and does not operate as a capital allocator managing external multi-manager funds; alternative exposures are accessed through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices