Investment Management Services

At SABRE Financial Services, our investment management strategies are meticulously crafted based on a comprehensive analysis of each client's risk tolerance, time horizon, and personal financial goals.

We pride ourselves on developing our strategies in-house, ensuring a strong, cohesive connection between our clients' investment strategies and their financial plans.

Portfolio Strategies

Individual Stock Portfolios

• Top Stocks Portfolio - Our best growth ideas diversified across various sectors

• Dividend Stocks Portfolio - High quality dividend paying companies.

ETF Portfolios

• Strategic Allocations - Simple Stock/Bond based allocations that are meant to track with broad market indices.

• Total Market Allocations - These portfolios include Stocks and Bonds, but add in asset classes like real estate, commodities, and alternatives

• Thematic Strategies - Incorporate thematic areas of the market that we expect to offer outperformance potential over the long run. (Ex. Semiconductors, Cybersecurity, Renewable Energy).

Hedged Equity Strategies

• These strategies incorporate downside protection with opportunities for appreciation.

High Income Strategies

• This strategy targets higher yield through careful stock and ETF selection.

Investment Services

Individual Management of Tax Sensitive Portfolios

• Taxable accounts often require an extra level of care to manage appreciated positions.

Dollar cost averaging

• Monthly investments into investment allocation. This takes the emotional aspect of timing the market out of the equation.

Tax-Loss Harvesting

• You can take up to $3k of investment losses in taxable accounts against your ordinary income. When possible I harvest losses to reduce your taxable income.

Concentrated Position Management

• Careful planning to manage concentrated positions. Utilizing limit orders and covered-call strategies to exit out of the position and generate income.