A complete list of active advisors currently associated with Saber Asset Management
Warmer can help you find a great advisor at Saber Asset Management or one who fits your needs even better.
Saber Asset Management advises a small set of clients on ongoing portfolio management and one‑time financial planning, reporting $867,704 in discretionary assets and four client relationships. The firm prepares an Investment Policy Statement for each client and provides advice across equities, mutual funds, ETFs, fixed income (including TIPS), and non‑U.S. securities. SAM’s investment approach emphasizes fundamental analysis and long‑term trading, with discretion to execute trades consistent with documented risk tolerances and time horizons. The brochure notes the firm operates under fiduciary standards for retirement accounts and seeks to allocate investment opportunities fairly among clients while providing quarterly custodial reporting. Notably, the ADV includes a fiduciary disclosure specific to retirement plan and IRA advice, indicating the capacity to manage institutional‑type or retirement plan assets—an activity that is uncommon among independent firms of this size. The combination of a very small client roster, an explicit focus on high‑net‑worth individuals in its client types, and the retirement‑account fiduciary language suggests a concentration on HNW and institutional/retirement plan relationships rather than a broad retail (non‑HNW) client base.
To learn more about the advisors currently working at Saber Asset Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Palm Beach, FL
| 1
|
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