Some clients wish to retain a portion of their funds for personal management. In these cases, we prefer to keep…
When clients come onboard at SFMG, we work with them to understand their risk tolerance and financial goals. From there,…
For new clients, prior to implementation we will review the recommended portfolio allocation or strategy based on your established Investment…
We are consistently monitoring, reviewing and researching the investments held within our portfolios. We have a full team dedicated to…
Most clients come to us with a goal in mind. For many clients, that goal is retirement. The majority of…
We incorporate both the traditional investment classes of stocks, bonds, and cash with investment vehicles such as mutual funds, ETFs,…
A strategically sound portfolio should be able to respond to the longer-term trends of the economy and financial markets. We…
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