Investment Management | Financial Advisors

That may sound a bit lofty but think about it. You spend your life making a living, meeting your family, business and financial responsibilities. Your hard work has helped you amass a significant level of assets that you want to work for you. But frankly, who has the time, the background, and network of ready and proven resources to manage your wealth and make it grow? Chances are, you don’t have the level of passion for the intricacies of financial planning and portfolio management to spend 40-plus hours a week on these disciplines.

WE DO.

It’s not only what we’ve been trained in, it’s how we spend our time, where we direct our focus and how we’ve built our professional reputation. It’s what we spend every working day and hour thinking about, so we can meet family, business and financial responsibilities. Just like you do.

A Big Name Broker wants your business. We will take your business personally.

Some investors go with a BNB (Big Name Broker) because they feel more secure that way. We understand. We’ve been employed by quite a few BNBs throughout our careers. It was a valuable way to hone our skills and learn our profession. Here are some things I’ve learned which may help you decide who to put on your team: A BNB has a big staff, big offices, big overhead, and, usually, bigger fees. What does that mean to you?

You may pay more* for less attention
From a broker who likely has less experience, certification, and market knowledge
Who may be incentivized to recommend securities that are more lucrative for the firm than for the client
And who may have multiple layers of bosses to whom they owe their allegiance and attention

We only answer to you.

*Although each household is different, in many cases Somerville Investment’s low overhead enables us to charge less for similar or superior services. We don’t pay third party, outside money managers. Do your homework. Do you know how much you currently pay? Find out and factor it into your advisor selection process.

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Portfolio Management

Financial Planning

NOTICE: Gregg Somerville and Sean Somerville are Registered Representatives of Realta Equities Inc. and Investment Advisory Representatives of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Somerville Investments. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SPIC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.