We provide a wide range of investments, securities, execution, and wealth management services to an established and diversified client base that includes corporations and high net-worth families. In addition, we work directly with individual financial advisors as their home base, providing the framework and the tools that will help brokers effectively serve their clients and run their businesses.
We continually invest in research, technology and other resources. Our staff truly understands what it means to provide exceptional service; from our compliance team, our transition specialists, our CEO, and everyone in between, you will find us to be a company of knowledgeable, encouraging, and responsive people working with you and for you.
It is our mission to help you accomplish your goals. For the independent financial advisors we work with, that means being the home that enables you to serve your clients at the highest and most competitive level possible. For our individual clients that means working with you to create customized investment plans and strategically implementing them with your financial interests in mind.
Sovereign Global Advisors was built on an idea: that through hard work, dedication and innovation, we could become the best broker dealer in the country.
Helping you achieve your goals has always been our top priority.
Our financial advisors are specifically trained to examine your financial situation and current investments in order to provide you with the guidance you need to help accomplish your short and long term goals.
We never “set it and forget it.”
At Sovereign we are relentless in our monitoring of our clients’ performance in order to adjust allocations due to ever changing market trends and variables.