At SRE our signature approach is to maximize returns and minimize volatility of our client portfolios under varying market conditions using discipline, careful execution, and purposeful choices. We take pride in crafting and employing a variety of investment strategies, including traditional and alternative investments, with the aim toward achieving diversification and balance across asset classes.

Our service includes completion of a confidential client profile and selection of an investment strategy that meets our client's financial goals, time horizon, and approach toward investing. Our methodology is based on identifying objectives in the areas of preserving capital, maximizing income or realizing growth. Thus we are able to implement an investment strategy that is tailored to our clients needs by structuring a diversified investment portfolio.