wiseradvisor

Severin Investments, LLC

Tel: 727-204-5911
28100 US 19 North
Suite 311
Clearwater, FL 33761
Severin Investments, LLC | Financial Advisor in Clearwater ,FL

Unique Portfolios for Smart Investors


About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

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General Information

Firm Start Year:   2003
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade, LPL Financial, Folio Instituional
States Licensed in:   SEC Registered
Number of Years with Current Firm:   15
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Services

Investment Types:   International Investments, Exchange Traded Funds (ETFs), Stocks, Bonds
Can meet clients in the following ways:   Via Phone, Our Office, Your Home, Via Email, Our Offices, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health

Firm Information

Firm's Number of Clients:   600
Firm's Number of Planning Clients:   600
Firm's Number of Managed Clients:   600
Assets Managed by Firm:   100,000,000
Advisor's Number of Clients:   600
Advisor's Number of Managed Clients:   600
Advisor's Number of Planning Clients:   600
Assets Managed by Advisor:   $121,000,000.00

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000.00
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Fee Charges vary on account size.
Minimum Fee Charged for Flat Fee Accounts:   $1,500.00

Education

MBA  - Finance   Americas
June 1997-November 2000

Financial Services

Financial Advice & Consulting

Severin Investments provides financial consulting at an hourly fee. Clients in our managed portfolios are charged a reduced fee, and may even receive complementary consulting services depending on the consulting project. Consulting services include financial planning, recommendations for active 401(k)s, cost basis calculations, and insurance planning. Other consulting services are available upon request.

Financial Planning for Individuals

We know that your needs are unique, and we need to understand them in order to provide you with the best possible service. That's why Severin Investments offers complementary investment plans to all of our clients with managed accounts. Comprehensive financial plans are also available at an hourly rate for those who feel more comfortable with extra guidance or have complicated finances. Regardless of where you are in your life, you can count on Severin Investments to help you plan for what's most important to you.

Financial Planning for Businesses

Severin Investments LLC can help entrepreneurs and business owners manage, preserve and transfer their wealth. We can also build and manage employee 401k plans or Simplified Employee Pension (SEP) plans. Our personal touch and blended portfolios make us a unique player in the retirement plan industry.

Portfolio Management

Severin Investments LLC is a private portfolio management firm that manages several blended portfolios of stocks, bonds and ETFs. These portfolios are designed to meet our client risk objectives, income needs, and provide liquidity. As portfolio managers, we take a fundamental and tactical approach to managing your investments. This is done through a committee of three security specialists, as well as a stock and bond analyst. We start by creating a complementary investment plan, which helps us determine your risk tolerance and needs for the account. The investment plan acts as a guide to help your advisor choose the appropriate portfolio for you. Any time your risk tolerance changes, we can move to a new portfolio without any added charge to you. Unlike other most other advisors, Severin Investments LLC offers a wrap fee program, which encompasses the advising fee, portfolio management fee, and trading costs. This provides our clients with a reasonable, consistent fee. Unlike annuities, most of which have hidden fees and lock up your money, Severin Investments allows you to access your money whenever you need it. There are no surrender penalties or minimum contract lengths.

Retirement Planning

Using state-of-the-art retirement software, Severin Investments LLC, can help you determine the best time to retire. As a valued client, you will have access through our account website enabling you to interact with your financial advisor to determine the right plan for you.

401K Rollovers

Severin Investments LLC, can help you move your old 401Ks from your employer into a Self-regulated IRA. This may be a good idea for a lot of reasons, which can be discussed at our complimentary consultation.

Estate Planning & Trusts

Jeffrey J Severin, president of Severin Financial Group Inc and Severin Investments LLC, worked for John Hancock Financial Services from 1991 to 1998 specializing in estate planning and estate planning seminars. We also have state-of-the-art, estate planning software that we use to determine what type of estate planning will work for you. We have estate planning attorneys we work with that will help you build your estate plan. All this is done for a flat fee or an hourly rate.

Tax Advice and Services

Severin Investments LLC is not a tax planning company but we do work with a few CPA firms or we can work with your CPA.

Insurance Planning

Severin Investments LLC can work with you on insurance planning. This is done on a hourly rate and commissions.

Annuities

Severin Investments LLC can recommend an annuity that will best fit your needs. We will explain all the internal cost and any surrender penalties. Annuities may not be the right investment for you, and we'll make sure you understand all the limitations of an annuity in addition to the benefits.

Education Funding and Planning

Severin Investments LLC will do education funding and planning. This service is done for a fee.

Investment Advice & Management

Severin Investments LLC will review your portfolio regularly to keep you on target. Your portfolios will be rebalanced as necessary to maintain the right mix according to your financial plan.

Wealth Management

Whether you are planning for retirement, future health care needs, funding an education, or leaving a legacy for the next generation, Severin Investments LLC will create a wealth management plan to help you realize that goal.

Risk Management

Severin Investments LLC invests across asset classes to help improve investment performance as well as curb volatility due to market, interest-rate, inflation or credit risks. Using targeted allocations diversified by asset class and market sector we help clients meet investment objectives and manage risk.

Money Management

Money Management requires significant time. Severin Investments LLC provides a range of portfolios to help you achieve both short-term and long-term financial goals based on your risk tolerance. We will also monitor market changes and update your portfolio to help stay on course of your goals.


FAQs

Do you have a customer satisfaction or refund policy?

When you are a licensed Portfolio Manager, you are not allowed to offer a refund policy--per SEC (Securities and Exchange Commission) rules. This is to ensure that no manager makes promises that he/she cannot keep. All investments bear the risk of loss.

Why should I choose you as my financial advisor?

At Severin Investments, we believe investor success begins by taking a holistic look at our clients, their individual situations, and their long-term goals and objectives. By starting with the full picture, we are able to effectively address the common pitfalls that accompany a family's finances and advanced planning concerns.

How do you charge for your services?

We charge a fee on the total number of assets under management that is billed monthly on the average daily account balance for each month.

How are you compensated? How will I pay for your services?

The majority of our business is managing discretionary accounts. We charge an annual fee based on assets invested with the firm. This is billed monthly, and is based on the average daily account balance during the billing period. The fee comes out of your account monthly, and appears on your statement.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

In our managed accounts (discretionary), we have the ability to trade on your behalf without getting permission each time. Because each security in your account is intentionally selected as part of the larger portfolio, we only allow restricted securities on a case-by-case basis.

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Disclaimer

Securities and Insurance Products: Not Insured by FDIC or any Government Agency > May Lose Value >Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through Severin Investments LLC, a registered investment adviser.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 8:00 AM - 4:00 PM
Tue. 8:00 AM - 4:00 PM
Wed. 8:00 AM - 4:00 PM
Thu. 8:00 AM - 4:00 PM
Fri. 8:00 AM - 4:00 PM

Communities Served

ALL

Awards & Recognitions

St. Louis, Missouri - February 18, 2019 - Severin Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligence's PSN manager database, North America's longest running database of investment managers.


Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2013 Five Star Wealth Manager Award
(08/01/2013)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2012 Five Star Wealth Manaager Award
(08/01/2012)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2011 Five Star Wealth Manager Award
(08/01/2011)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2010 Five Star Wealth Manager Award
(08/01/2010)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2009 Five Star Wealth Manager Award
(08/01/2009)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.


2008 Five Star Wealth Manager Award
(08/01/2008)

Jeffrey J Severin and Severin Investments, LLC has been awarded the Five Star Award, which is based on 10 criteria.

News & Events

PSN Informa Top Gun Manager Award
When: 04/22/2020
Details:St. Louis, Missouri - February 18, 2019 - Severin Investments has been awarded a PSN Top Guns distinction by Informa Financial Intelligence's PSN manager database, North America's longest running database of investment managers. ...more

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