Sovereign Asset Management

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Who we are: A fee based boutique money manager with over 17 years experience managing investment accounts consisting of stocks, bonds, and mutual funds for individuals, personal and company retirement plans and trusts. We develop and implement customized investment plans based upon the needs of the client. Our risk averse approach to portfolio management, has allowed us to position our clients for upward market moves, yet protecting them from market declines which provides for consistent returns with less risk over complete market cycles. Our approach is nationally recognized in the financial world with coverage in the Wall Street Journal, New York Times, CNBC, Barrons, Investors Business Daily, and MultexInvestor.com.

Sovereign Asset Management's strategy incorporates a risk management approach to investing to determine the appropriate level of market exposure at a given point in time. Conditions and trends in the economy and marketplace are analyzed to evaluate risk reward relationships between investments and the subsequent optimum asset allocation among stocks, bonds, and cash. Measurement of risk is determined by proprietary indicators and is based upon historic market and economic valuations and performance as it relates to prevailing conditions. Portfolio value is preserved by maintaining high cash positions during times when risk levels are excessive, thereby conserving capital during market declines.