OUR SOLUTIONS

Investments

A Legacy of Trusted Financial Advisory Services

1 | Personal Attention and Focus

Our team at Sendero® believes in a personalized approach that is focused on you. Our model is designated to deliver what you need – an individualized planning process that provides a clear path and adapts to changes in life.

2 | Discovering Wealth Management

Wealth management is more than managing stocks, bonds, asset allocation, and pie charts. Wealth management is a relationship, and we start by investing our time with you. Our approach begins with discovering what is important to you and how you best relate to it.

3 | A Relationship-based Approach

We establish expectations, reduce anxiety, and outline a clear path for your financial goals. We work with you to:

  • Discover what is important to you and why
  • Develop a plan of action and establish measurable milestones
  • Create a portfolio design and strategy
  • Implement a goals-based portfolio
  • Collaborate, communicate, and report on your progress

4 | Honest Conversations

We hold structured discovery meetings to uncover what is important to you, how you think about money, your biggest worries, and the things you want to achieve. Our disciplined process ensures we explore each of these areas in detail.

5 | From Plan to Portfolio

Understanding your current financial situation is vital to making decisions concerning your future financial goals successfully.
Individuals and Families ⟶
Institutions ⟶

Investment and Research Team

Partner | Vice President Investments

Partner | Chief Strategist | Management Committee

Partner | SFE Family Office | Management Committee

Managing Director, SFE Family Office | Strategist to Investment Committee

Advisory Board Member

Director of Due Diligence

Research Analyst

“At our core, we are investors.”

Partner | Vice President Investments

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