Business Details
8 Years
experience
Energy Infrastructure Investment Solutions
S L Advisors is a specialized investment advisory firm dedicated to energy infrastructure opportunities. With deep expertise in midstream energy sectors, we provide tailored investment strategies through exchange-traded funds, mutual funds, and separately managed accounts. Our team combines decades of industry experience with rigorous market analysis to deliver predictable cash flows for investors.We maintain a strong focus on North American energy independence, publishing regular market insights through blogs, podcasts, and newsletters. Our approach emphasizes long-term value creation supported by transparent communication and client-centric solutions. As registered investment advisors, we prioritize fiduciary responsibility while navigating evolving energy markets.
Services
Energy Infrastructure ETF
Mutual Fund Investments
SMA Strategies
Market Research Reports
Investment Consulting
Portfolio Management
Energy Sector Analysis
Risk Assessment
Wealth Planning
Client Education
Details
- Year established: 2018
Highlights and features
- We offer 15+ years of specialized expertise in energy infrastructure investing
- Our team pioneered midstream energy market analysis frameworks
- We maintain a proprietary energy independence index for tracking performance
- Our investment approach combines fundamental analysis with macroeconomic trends
- We provide direct access to industry-leading energy market research
Services
Energy Infrastructure ETF
Our Energy Infrastructure ETF tracks the American Energy Independence Index, providing exposure to growing oil and gas production infrastructure. This fund benefits from increasing demand for energy transportation and storage solutions. Investors gain diversified access to midstream energy companies with stable cash flow potential.
Mutual Fund Investments
The energy infrastructure mutual fund invests in U.S. Master Limited Partnerships and corporations focused on midstream energy. We target companies with strong distribution histories and growth potential. This strategy offers professional management with regular performance reporting for long-term investors.
SMA Strategies
Our SMA strategies provide customized energy infrastructure portfolios for individual and institutional investors. Assets are held at Charles Schwab with transparent fee structures. This approach allows tailored risk management while maintaining exposure to midstream energy opportunities.
Market Research Reports
We publish twice-weekly blogs and monthly podcasts analyzing energy markets and interest rate trends. Our research focuses on protecting investor capital through infrastructure opportunities. Subscribers receive regular updates on midstream energy developments and market analysis.
Portfolio Management
Our portfolio management services focus on energy sector allocation and risk mitigation strategies. We combine fundamental analysis with macroeconomic trends to optimize returns. Clients receive personalized investment plans aligned with their financial goals and risk tolerance levels.
People
Simon Lack
Managing Partner
Simon Lack brings 30+ years of financial industry experience to S L Advisors. He founded the firm in 2018 after successful careers at JPMorgan and Tudor Investment Corporation. Author of 'Bonds Are Not Forever', he specializes in energy infrastructure analysis.
Questions
What energy infrastructure investment options do you offer?
We offer ETFs, mutual funds, and separately managed accounts focused on midstream energy infrastructure opportunities.
How does your energy ETF perform compared to benchmarks?
Our ETF tracks the proprietary American Energy Independence Index, designed to reflect midstream energy infrastructure performance trends.
What makes midstream energy investments attractive?
Midstream assets provide stable cash flows through essential energy transportation and storage services with long-term contracts.
Do you provide energy market research resources?
Yes, we publish twice-weekly blogs and monthly podcasts analyzing energy markets and investment opportunities.
How can investors access your strategies?
Our investment strategies are available through financial advisors or directly via separately managed accounts with Charles Schwab.
Videos
Reviews (1)
Milady Rivera
Oct 06, 2020
Report
The guy is so rude I went in thinking it was another business so I introduced my self and he was very rude and kicked me out when it wasnt even the place all he needed it to say was this is not the right address And maybe help me in the right Direc but very very rude tells a lot the way you treat someone you never know whos a potential client.
