Wealth Management
The SABRE Financial wealth management team builds individually tailored portfolios based on a multi-step process that identifies the clients level of risk, objectives, goals and tax sensitivity. Our level-fee structure aligns the interests of the advisor & client. We offer a wide array of investment structures & strategies.
Registered Investment Advisor Representatives.
- Registered Investment Advisor (RIA)
- Fiduciary Accountability
- In-house Portfolio Manager
- Independent, Conflict-free environment
- Multiple Custodian relationships
Services
- Asset Allocation Design
- Custom Tailored Portfolio(s)
- Individually Managed Account (IMA)
- Separately Managed Account (SMA)
- Unified Managed Account (UMA)
- Risk Mitigation Strategies Including Stop Loss & Option Implementation
- Company Stock Option Planning (ISO, NQ & RSU)
- Cash Management Solutions
- Periodic Portfolio Reviews
Investments
- Stocks, Bonds, ETFs, UITs, Mutual Funds & Closed-end Funds
- Structured Products
- Insurance-Based Investments
- Liquid Alternative Investments
- Long Short & Market Neutral Funds, Commodities, Hard Assets
- Direct Participation Programs
- REITs, BDCs, Oil & Gas, 1031 Exchange, DSTs
Custodians & Clearing Firms
- Arbor Point Advisors (APA)
- Charles Schwab Institutional
- National Financial Services (NFS)
- Pershing
- Securities America Advisors (SAA) & Securities America Inc. (SAI)
- Access to a Wide Array of Financial & Insurance Institutions