Investments

Managed Accounts

Take advantage of Sgroi Financial’s independence through our open architecture, professionally managed accounts.  All of the advisors at Sgroi Financial along with their research team have collaborated to develop a series of portfolios to fit your needs and goals.  These portfolios are monitored weekly and actively managed to meet your risk/return objectives. 

  • The advice and guidance of a professional investment advisor
  • Over 8,000 mutual funds
  • Custom portfolio structuring
  • Continuous portfolio monitoring
  • Quarterly, consolidated account reporting

Know what you are paying.  The fee for our management service is one of the lowest in the industry.  There are no surrender fees or additional M&E expenses.

Have peace of mind knowing your accounts are being taken care of by the professionals at Sgroi Financial.