Mission Statement

Sovereign International Asset Management (SIAM) is a Registered Investment Advisory firm with a unique mission. We are dedicated to serving the private client on a global basis through private banking, portfolio management, and comprehensive financial planning for the future. It is our goal to deliver services that provide highly personalized and individually tailored solutions, specifically designed for the needs of the high-net-worth client.

As a Registered Investment Advisor, we provide *primarily fee-based investment advisory services.  NO COMMISSIONS are charged on securities transactions for listed stocks, and bonds.  This arrangement enables us to focus on the client's needs and not our own. Once you become a client of Sovereign, we implement a unique protocol.  We want to get to know you as an investor and thoroughly understand your objectives. This includes a comprehensive assessment of your goals and risk tolerance, which is used to design a formal investment policy statement.  In addition, all clients are automatically put on a schedule for regular, systematic reviews, the frequency of which is client driven.

Our goal is for clients to feel "at home" with Sovereign and to consider it their own Private Family Office.  This is an approach to Private Wealth Management that has been typically available to only select, high-net-worth individual investors.  We, however, feel that all of our clients deserve to be treated with this level of service.