Customized Fixed-Income Portfolios

 

Sovereign Advisers is a leading registered investment manager with approximately $1.8 billion under management as of 12/31/2007. Every Sovereign product is managed in a disciplined manner based on principles of integrity and quality.


"We are here to help you understand the issues and make smarter decisions"

 

Sovereign Holdings LLC, dba Sovereign Advisers LLC, is an SEC registered investment advisor located in Charlotte, NC.  Sovereign Advisers website is limited to the dissemination of general information pertaining to its investment advisory services.  Sovereign Advisers does not render or offer to render personalized investment advice through this website.  A copy of Sovereign Advisers most recent ADV Parts I & II are available upon request and must be provided to all prospective clients before services can be rendered.

Sovereign Advisers does not make any representation or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider.  The information provided herein is from sources Sovereign Advisers deems to be reliable.  It should not be construed as advice meeting the particular needs of any individual investor.  Please contact Sovereign Advisers for any information or advice specific to your account.

Investment Advisors and their representatives may only transact business in a state after licensure or qualifications of that state have been met.