Saberi Investments, LLC

Saberi Investments, LLC is a small, recently formed SEC‑registered investment adviser that provides discretionary investment management through separately managed accounts. While many investment-manager firms focus on pooled or institutional mandates, this firm states it serves individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as small businesses and requires a $10,000 minimum to open or maintain an account.

The firm employs an active, value‑oriented investment approach grounded in fundamental company analysis and concentrated common‑stock portfolios, emphasizing intrinsic‑value assessment and long‑term “buy right and hold on” positions. Its stated process excludes passive index products, fixed income, leverage, options, and market timing, and includes ongoing company engagement (earnings calls, annual reports), tax considerations, and regular client communication.

Compared with many peers, the firm is distinctive for offering individual client services across a range of wealth levels while operating with a compact team and outsourcing back‑office and custody functions to Altruist. The brochure also discloses that the principal has prior service as a primary examiner at the U.S. Patent and Trademark Office and military experience, that the firm does not vote client proxies, and that it does not sponsor wrapped fee programs or provide standalone financial planning.