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What Makes Us Different

Protect & Grow

The number and diversity of investment choices available today are staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone.  Now, you must choose from dozens of asset classes and financial vehicles that may help protect your portfolio against today’s extreme market volatility.

 

Turmoil in the worldwide financial markets has reiterated the need for diligent risk management. Our investment process allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate your exposure.

 

We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.

 

We are excited about the opportunity to serve you. We believe this partnership will help maximize your investment potential while offering the personalized service you have come to expect.

 

Our investment process does not assure a profit or guarantee against loss.  Therefore, we look for ways to create guaranteed streams of income with a portion of your portfolio to complement our long-term investment process.

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Top Financial Advisor South Jordan, UT, Jeff Segelke
Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10235 South Jordan Gateway, Suite 104 | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Bountiful Office 563 West 500 South Suite 420 | Bountiful, UT

© 2018 Jeff Segelke is an Investment Advisor Representative with ARS Investment Advisors INC. ,

a SEC Registered Investment Advisor. 563 West 500 South Bountiful, Utah 84010.