Log in to your Financial Plan
Update your financial plan, or check on your progress.
Log in to your Advisor Guided Investment Portfolio
Log in to your Sommers Financial Management model portfolio accounts all in one place, and check on performance, download statements, trade confirmations, or tax forms.
Log in to your account – TD Ameritrade Institutional
Check on your account balance at our preferred custodial brokerage.
What is your risk number? Sommers Financial Management has implemented technology based on Nobel Prize winning economic theory that helps align our clients’ investments with their tolerance for volatility.
Sustainable Income Portfolios
Well diversified, tax-efficent Sustainable Income Portfolios (SIPs) from SFM are designed to provide inflation-adjusted income from your investments, without eating away at the principal over time.
IRA Services Trust Company is our preferred custodian when it comes to holding non-standard assets in your IRA. With an IRA at ISTC, you can invest tax-sheltered funds into Hedge Funds, Private Notes, physical commodities, real estate, and more.
SFM Facebook Page
“Like” us on Facebook and receive regular updates from us, ranging from wise quips to insight on economic policies.
SIPs Facebook Page
“Like” Sustainable Income Portfolios on Facebook and receive regular updates from us, focused on generating sustainable income from your investments.
Check out Sommers Financial Management’s YouTube Channel to keep up with new videos about investing and financial planning. From Sustainable Income Portfolios to Closed-End Fund Arbitrage, we will try to keep our video library fresh with exciting new ideas.
Sommers Financial Management has registered The Naked Alpha Fund, a pooled investment vehicle managed by Adam Sommers, at Hedge Fund Research. Accredited investors can research hedge fund indices, search for fund strategies, and compare performance.