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