A complete list of active advisors currently associated with Saberi Investments, LLC
Warmer can help you find a great advisor at Saberi Investments, LLC or one who fits your needs even better.
The firm provides discretionary investment management through separately managed accounts for individuals, high-net-worth individuals, and small businesses. It does not sponsor wrap-fee programs or offer standalone financial planning; engagements begin with a written agreement and suitability assessment. The firm follows an active, value-oriented investment approach based on fundamental analysis and concentrated common‑stock holdings with a long-term "buy right and hold on" orientation, periodic client communication (at least annual), and attention to after‑tax outcomes. It generally avoids fixed income, leverage, options, macro and technical trading strategies, and exercises discretionary trading authority without seeking prior approval for each transaction. Compared with peers, the firm is a recently formed, solo adviser managing roughly $1 million in client assets and relies on a third‑party platform (Altruist) for custody, trade execution, and back‑office services, which the brochure discloses can limit directed brokerage and create operational conflicts of interest. The firm also does not vote client proxies or provide proxy advice, and its principal brings an atypical background outside traditional finance (technical and military experience) that the brochure highlights.
To learn more about the advisors currently working at Saberi Investments, LLC, 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 |
|---|---|---|
Pittsburgh, PA
| 1
|
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