Broker Check

Wealth Management


The SABRE Financial Services wealth management team builds individually tailored portfolios based on the client’s objectives, risk-tolerance, goals, time horizon, and tax sensitivity.

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