We are an independent wealth management firm serving individuals, families, businesses, family trusts, charitable foundations and non-profit organizations across the United States. With us, making a sound financial plan is simple. Through education, personalized guidance, and proven practices, we help individuals, businesses and non-profits reimagine their financial future.
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can pursue what you truly care about.
For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness.
SDG Asset Management Group offers independent and objective advice to help you achieve your financial dreams. We focus on your needs and are always responsive to your concerns. We want to be the partner that helps you align your wealth, your business, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
Reimagine your financial plan. Plan now for your family’s future and organization’s success.
Form CRS Updated 03-23-2023
https://reports.adviserinfo.sec.gov/crs/crs_297462.pdf
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Oxinas Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Oxinas Partners does not guarantee the accuracy of the information contained in the links. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Oxinas Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Oxinas Partners will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us (812)725-8649 to request a free copy via .pdf or hardcopy.
Email Disclosures
Oxinas Partners often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Oxinas Partners makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Oxinas Partners private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Oxinas Partners does not accept trading or money movement instructions via email.
As a registered investment advisor, Oxinas Partners emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Oxinas Partners or the securities regulators.
If you have received an email from Oxinas Partners in error, we ask that you contact the sender and destroy the email and its contents.
For a copy of the Oxinas Partners Privacy Policy, please click here.
If you have any questions regarding our email policies, please Contact Us (812)725-8649.
Social Websites
Oxinas Partners may utilize third-party websites, including social media websites, blogs and other interactive content. Oxinas Partners considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Oxinas Partners generally retains copies of information that Oxinas Partners or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Oxinas Partners or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Oxinas Partners’s advisory persons after entering into an advisory agreement and provided Oxinas Partners with all requested background and account information.
If you have any questions regarding our policies, please Contact Us (812)725-8649
crs_297462 (pdf)
DownloadSecurities cleared through Charles Schwab.
Advisory services offered through Oxinas Partners, which is a registered investment advisor with the U.S. Securities and Exchange Commission.
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