At Sagent Wealth Management, we believe strongly that clients should have a well-diversified portfolio of securities. This may include:

  • Stocks
  • Bonds (corporate, municipal, government, high yield)
  • Cash investments (money market funds, CD’s and Treasury Bills)
  • Funds (Exchange Traded Funds and Open Ended Funds)
  • Alternative Investments (managed futures, hedge funds)

After completing your personalized Portfolio Analysis, your Financial Advisor can work with you to modify your existing portfolio, or to design a new portfolio that can help you to meet your long-term goals and objectives.