SGL Investment Advisors

Financial ServicesMontana, United States2-10 Employees

SGL Investment Advisors, Inc. is an employee owned Investment Management firm headquartered in Missoula, MT. Our clients include high net worth individuals, pension plans, trusts, non-profit endowments, 401(k) and profit sharing plans. Specializing in superior in-house research and modern analytics from our experienced investment professionals with over 100+ years of collective experience, 

SGL Investment Advisors manages 6 different core strategies including equity, fixed income, and balanced portfolios. Our research efforts focus on minimizing risk and preservation of capital while seeking overlooked or undervalued securities with significant long-term upside. Each of our clients has different needs and goals, and SGL Investment Advisors excels at both clarifying what those specific needs are and helping you or your organization reach those goals.

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