About Us

Who we are

Calmly and Competently Leading You to Financial Security

At SP Investor, we are committed to calmly and competently leading you to financial security. Our team of experienced investment professionals takes a personalized approach to investing, working closely with you to develop a customized investment plan that aligns with your goals and risk tolerance

We offer a range of investment products and services, including mutual funds, separately managed accounts, alternative investments, and retirement planning. With regular updates on portfolio performance and market trends, we keep our clients informed and engaged throughout the investment process. Contact us today to learn how we can help you achieve financial security through customized investment solutions and personalized advice.

Exceptional Client Service

SP Investor In the corporate environment of large brokerage and investment management firms.

Transparency

Confidence that your money is in good hands starts with excellent communication from your advisory team

Investment Strategy

We stick to our guns through the market’s ups and downs, don’t chase fads, and are not afraid to say “no” when the job requires it.

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Our Team

We Are A Great Family

We succeed when our clients succeed. To effectively manage risk, we built a proprietary risk engine that uses data pulled from APIs, financials provided by our clients, and machine learning to model a company’s future growth.

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Advocate Samreen Panwar cyber security expert international lawyer and legal adviser share holder 98% and Ownership

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Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
Talk With An Advisor
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