SGH Group

Investment approach

Advisory guidance for the complexities of wealth

Our deep institutional background affords exposure to a breadth of hedge funds, private equity, long/ short strategies and other alternative investments not readily available to high-net-worth individuals. This differentiation enables us to provide a more sophisticated advisory experience than clients may have previously encountered.

The practiced application of alternative vehicles

We often turn to alternative investments to help minimize volatility and balance portfolios rather than rely upon additional equity exposure. Non-traditional strategies such as liquid alternatives afford us tactical flexibility and short-term advantages. We aim to target meaningful returns in what may be a more muted return environment. Ongoing reviews enable us to adjust strategies as markets and situations evolve.

Support to help navigate major life transitions

As a core competency, we help clients navigate the challenging opportunities of sudden liquidity and significant life events—inheritance, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in the financial journey and offer unbiased direction that fosters informed decision-making during both good and challenging times.

Specialized focus on the unique needs of business owners

With first-hand experience building our practice, we have a particular affinity to address the specialized requirements of business owners and entrepreneurs who may be planning the sale of a company. Our detailed knowledge of mergers & acquisitions helps ensure the well-being of financial assets.

Pre-transaction Planning— We help evaluate the timing and impacts of liquidity events and address tax and other considerations.

To minimize exposure, we develop hedging and monetization strategies that help capture equity opportunities and avoid excess risk.

Post-transaction Diversification— Once a liquidity event has occurred, we diversify proceeds into an individualized portfolio targeted to specific investment goals. We partner with clients' CPAs and other outside advisors to ensure critical financial elements are considered.

Business Succession Strategies— Handing down a company to the next generation can provide a continuing source of wealth, opportunity, unity and identity. We offer guidance for business succession planning grounded in best practices and tailored to each particular circumstance.