Investment Advisory Services
Evidence-based investment management focused on tax efficiency, risk management, and long-term growth.
Our Investment Philosophy
At SBL Investment Advisors, we believe that successful investing requires discipline, patience, and a scientific approach based on decades of financial research. Our investment philosophy is centered on these key principles:
Markets work: We believe in the power of markets to price securities efficiently over time.
Risk and return are related: Higher expected returns come with higher risks.
Diversification is essential: Broad diversification reduces risk and enhances returns.
Portfolio structure determines performance:
Asset allocation is the primary driver of returns.
Costs and taxes matter: Minimizing both significantly enhances net returns.
Our approach integrates your investment strategy with your tax planning and overall financial goals, creating a cohesive wealth management solution.
Why Our Approach Is Different
We focus on tax planning, not just tax preparation
All strategies are backed by IRS code, court precedents, and rulings
Integrated with your investment and wealth protection strategies
Continually updated for changing tax laws and regulations
Focused on sustainable, long-term tax reduction
Portfolio Management Process
Our systematic approach to managing your investments.
Discovery & Analysis
We begin by understanding your financial goals, risk tolerance, time horizon, and existing financial situation to create a personalized investment strategy.
Portfolio Construction
Using evidence-based strategies, we construct a diversified portfolio aligned with your goals, focusing on optimal asset allocation and tax efficiency.
Implementation
We implement your portfolio strategy with a focus on minimizing costs and taxes, ensuring efficient execution of your investment plan.
Monitoring & Rebalancing
We continuously monitor your portfolio and make adjustments as needed, keeping your investments aligned with your goals as markets change.
Retirement Planning
Retirement planning is about more than just accumulating assets—it's about creating a sustainable income stream that will last throughout your retirement years while minimizing taxes.
Our retirement planning services help you determine how much you need to save, the most tax-efficient ways to save, and the optimal strategies for withdrawing from your retirement accounts to minimize taxes and maximize income.
We'll help you navigate complex decisions about Social Security optimization, Medicare planning, and required minimum distributions to ensure your retirement plan works seamlessly with your overall tax and investment strategy.
Fee Structure
As a fiduciary financial advisor, we believe in transparent, straightforward fee structures that align our interests with yours. We offer:
Asset-Based Fee: A transparent percentage based on assets under management, typically ranging from 0.75% to 1.25% annually, depending on portfolio size.
Financial Planning Fee: For comprehensive financial planning services, we may charge a separate flat fee based on the complexity of your situation.
We do not receive commissions or kickbacks from investment products, ensuring our recommendations are always in your best interest.
Educational Resources
We believe educated clients make better financial decisions. That's why we provide ongoing education to help you understand our investment approach and the strategies we recommend.
Quarterly Market Updates
Stay informed about market performance, economic trends, and how they might impact your portfolio.
Educational Webinars
Join our periodic webinars covering various investment topics, strategies, and financial planning concepts.
Client Resource Center
Access our library of articles, videos, and tools designed to help you understand financial concepts and strategies.
Ready to Optimize Your Investment Strategy?
Schedule a consultation to discuss how our evidence-based investment approach can help you achieve your financial goals.
SBL Partners
Strategic tax planning and wealth management to help you keep more of what you earn.
Services
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Results by the Numbers
The impact our strategies have had for our clients.
$157M+
Total Client Tax Savings
33%
Average Tax Reduction
92%
Client Retention Rate
100%
IRS-Compliant Strategies
Ready to Create Your Success Story?
Schedule a discovery call to see how our integrated approach can transform your financial future.