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Robert S

Series 65

Woodside, CA

3 Factor Indexing, LLC

Robert Sawyer is a Series 65 licensed financial advisor with 14 years of industry experience. He is associated with 3 Factor Indexing, LLC and has worked at Synthium Capital since 2012. In addition to his advisory work, Sawyer operates as a self-employed consultant providing product marketing advice to companies. 3 Factor Indexing serves individuals, families, trusts, and closely held businesses, managing approximately $193 million across 48 clients. The firm employs a modern portfolio theory approach focused on asset allocation and diversification, primarily utilizing exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Passive / index investing Active portfolio management
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Arthur S

Series 65

Woodside, CA

3 Factor Indexing, LLC

Arthur Shaw is a Series 65 licensed financial advisor with 9 years of industry experience. He is affiliated with 3 Factor Indexing, LLC and also serves as CEO of RepairPal and as Lead Director on the board of the financial technology startup Insikt. 3 Factor Indexing is a registered investment adviser focusing on discretionary investment management for high-net-worth individuals, families, trusts, and closely held businesses. The firm emphasizes strategic asset allocation and broad diversification using exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Passive / index investing Active portfolio management
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