INVESTING IN INDIAN COUNTRY
SOVEREIGN INVESTMENT ADVISORS WAS CREATED TO ADDRESS THE UNIQUE INVESTMENT NEEDS OF TRIBAL GOVERNMENTS, TRIBAL ENTITIES, AND NONPROFITS WITH A STATED TRIBAL MISSION.
We understand the unique complexities, opportunities and challenges faced by tribal governments. Our investment approach is designed to support near term tribal needs as well as long term governmental priorities. Everything we do is designed to support each client’s unique definition of success.
Protecting and promoting the success of future generations is critical. We fully appreciate the value of minors trust assets and gravity of the impact they can have on the future of each minor beneficiary. Our minors trust solutions enable tribes to build and protect generational wealth.
Our team leverages our resources and expertise to maximize the positive impact of tribal claims settlement funds. To this end, we additionally enable clients to withdraw assets held by the Bureau of Trust Funds Administration; building in long term value and earning potential of those assets.
Providing retirement plan options to tribal employees is critical to the long term success of tribal employers and the financial security of tribal employees. SIA’s comprehensive, CEFEX- certified, retirement program supports tribal fiduciary obligations and builds employee wealth.
SIA assists tribes in removing assets from Federal constraints, giving direct management back to Tribal Leadership and enhancing the investment opportunities for those assets. SIA helps Tribes demonstrate clear fiduciary governance and disciplined portfolio oversight.
Native based Nonprofit organizations play a vital role in supporting critical areas such as education & healthcare. The SIA team has decades of experience managing assets for nonprofit organizations and helping align investments with mission priorities.
WE STRUCTURE EVERY PORTFOLIO FROM THE GROUND UP. WE TAKE THE TIME TO FULLY UNDERSTAND EACH CLIENT’S PRIORITIES AND TOGETHER WE CREATE AN OPTIMAL SOLUTION THAT MEETS TODAY’S NEEDS AND PROVIDES OPPORTUNITIES FOR TOMORROW.
OUR INVESTMENT APPROACH IS BUILT ON A FIDUCIARY FOUNDATION DESIGNED TO MEET OUR CLIENT’S UNIQUE FINANCIAL OBJECTIVES.
Strategic asset allocation is the link between defined goals and ultimate portfolio design. The Investment Policy Statement should clearly define those goals and document the approved allocation strategy
Identifying skilled managers and determining the proper mix of active and passive strategies are key considerations in designing a quality, cost efficient, institutional portfolio.
Clear, concise and timely reporting are imperative for proper fiduciary governance of assets. Performance Analysis is equally important and should include both total portfolio and manger level metrics.