At Sabino Investment Management, L.L.C., we are committed to maintaining a high level of service with the goal of establishing a long-term relationship based upon client satisfaction. Our investment strategies have a value bias which is supported by financial research.
Investment management and consultation services are offered to families, nonprofits, and pension plans. We invite you to learn more about our investment approach and services. You may download my book in PDF format for free by clicking on the “Financial Literacy” tab in the top banner. Investment Strategies for Tortoises covers a broad range of topics. Free slide presentations are also available for each chapter.
Sabino Investment Management, L.L.C. is registered as an investment adviser with the Arizona Corporation Commission – Securities Division. Please contact us if you would like to learn more about our services.
How Our Firms Differs from Others:
- Sabino Investment Management, LLC is an independent firm and we consider a variety of investment fund providers. We attempt to utilize the best investment fund providers in a particular asset class.
- Our portfolio models often include some closed-end funds that sell at a discount to the current market value of their funds’ portfolios. There is ample evidence that the purchase of closed-end funds at significant discounts to net asset value is likely to provide an additional source of positive investment returns.
- Our portfolio models include an allocation to precious metal bullion funds. Given central bank policies since the last financial crisis, we believe that investment portfolios should include some allocation to precious metals bullion.
- Our portfolio models provide broad diversification but we attempt to avoid or reduce exposure to investments that do not offer a favorable reward/risk ratio.
- The funds that we use generally have relatively low operating expenses and have no sales charges. Institutional class shares of mutual funds are normally used to minimize fund management fees.
Free Book – Investment Strategies for Tortoises
We are committed to improving financial literacy. You may download a FREE PDF version of the book, Investment Strategies for Tortoises if you click on the “Financial Literacy” tab in the top margin. The book is designed to move investors up the learning curve quickly to improve your understanding of the financial markets and to provide sensible strategies for investing. It has fifteen chapters (162 pages) and covers a wide range of investment topics.
Our “Resources” page (see tab in the top margin) has additional web links to a variety of other free resources.
Our investment portfolio models are designed by Robert G. Kahl, CFA (Chartered Financial Analyst), CPA, MBA. They are based upon independent analysis of investment strategies that have some advantage based upon empirical studies.