Sovereign Advisers is a registered investment advisor with a long history of providing the highest quality in investment management services.  We are based in Charlotte, North Carolina, one of the premiere financial centers in the South. Our success has been built on a foundation of consistency in both our investment philosophy and our understanding of a valued personal relationship.  Sovereign manages $1.8 billion for retirement plans, corporate cash reserves, financial institutions, health care facilities, foundations, retirement plans, banks, credit unions, Taft-Hartley plans, municipalities, endowments and high net-worth individuals. Our unparalleled commitment to our clients is combined with a distinct investment philosophy that secures strong, consistent long-term results. Sovereign is an expert in the management of fixed income securities with the superior knowledge and extensive experience required to be effective in this demanding style.

Sovereign will develop a thorough understanding of its role within your overall investment program. If your needs change, we have the flexibility to adjust with them.

Sovereign is a company large enough to bring all of the resources necessary to a successful investment program yet small enough to provide truly customized investment management and service.