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Sovereign Investment Advisors

EST. AUM
$3,312,334,304

CONTACTS
8

CLIENT ACCOUNTS
144

Firm Details

Metro area Phoenix
CRD Number 149040
Website sovereignfinance.com
Client types

Overview

Sovereign Investment Advisors (SIA) provides tribal clients with a comprehensive suite of investment advisory services designed to meet the full array of tribal investment needs and sophistication levels. SIA develops and deploys customized, best in class investment programs and strategies that are uniquely tailored to assist tribal investment stewards with not only meeting their particular goals and priorities, but more importantly, doing so in a manner that is compliant with the Global Fiduciary Standard of Excellence.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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