Private Wealth Group

The StarVanGrouw investment strategy is highly customized to meet the financial objectives of each and every client.  Our clients benefit from our focus on asset allocation as the primary driver of returns.  Asset allocation is much broader than stocks, bonds and cash. The core of our investment philosophy is:

  • We believe that every investor should have a portfolio custom built for their objectives.  There is no one size fits all.

  • We believe that asset allocation within a variety asset classes has the potential to increase return, minimize risk and lower volatility.

  • We believe markets contain unique opportunities of inefficiency that may potentially be exploited through active management and tactical asset allocation.

Our Services include:

Managed Money Accounts (Assets held at Charles Schwab)

All types of retirement accounts

REIT's (Real Estate Investment Trusts)

BDC's (Business Development Companies)

Hedge Funds

Life Insurance

Long Term Care Insurance

For a complimentary second opinion of your portfolio:

Please call Robert Star 843.815.6636 or email rob@svgfinancial.com