A complete list of active advisors currently associated with Fayez Sarofim & Co.

Warmer can help you find a great advisor at Fayez Sarofim & Co. or one who fits your needs even better.

Fayez Sarofim & Co. provides discretionary and non-discretionary investment advisory services to a broad mix of institutional and individual clients, including pension and profit-sharing plans, endowments, banks, corporations, trusts, and taxable and retirement accounts. Its product lineup in the brochure centers on a Large Capitalization Equity product and includes Global and International equity strategies, Concentrated and Equity Income portfolios, core fixed income and municipal bond strategies, balanced portfolios, sub-advisory and UCITS mandates, participation in wrap and UMA programs, and selective private placement opportunities. The firm describes a predominantly bottom-up, fundamental research process overseen by an Investment Committee and focused on large-cap, high-liquidity securities with a three-to-five-year investment horizon; it emphasizes low turnover, tax efficiency for taxable accounts, and avoids derivatives, options, short-selling, leverage, and IPOs. For fixed income, the firm emphasizes risk-averse management with defined duration targets and a preference for high-quality, liquid sectors, while analysts and portfolio managers use in-house research and modeling tools to inform portfolio construction. Notable operational features in the brochure include employee ownership through The Sarofim Group and formal sub-advisory relationships with BNY Mellon (including four mutual funds and ETF mandates), the firm’s role in various wrap/UMA programs administered via BNYMSC, and an explicit minimum account policy (generally $5 million, and $10 million for Global/International mandates). The brochure also discloses that the firm does not offer fixed-fee arrangements (relying instead on tiered percentage-of-AUM schedules and fee arrangements through sponsors for wrap/UMA and sub-advised vehicles) and that it may present private placement opportunities to clients with significant commitments.

To learn more about the advisors currently working at Fayez Sarofim & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.