Sabino Investment Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,493,000
Clients
19
Advisors
1
of 1 employees
About
Sabino Investment Management provides discretionary investment management, financial planning, and consultation services to families, trusts, nonprofit organizations, and retirement plans (401(k) and 403(b)). The firm also prepares model portfolios and a qualified default investment alternative (QDIA) for plan participants and offers consultations for assets held outside managed accounts.
The firm follows a primarily fundamental, value-oriented investment process that incorporates macro valuation tools such as the cyclically adjusted P/E (CAPE) ratio and a preference for low-expense mutual funds and ETFs. Portfolio construction can include closed-end funds bought at discounts, individual equities for larger accounts, a range of fixed-income instruments, commodity-related ETFs, and interests in real estate and energy partnerships when appropriate.
Noteworthy for an independent adviser of its size, Sabino explicitly serves nonprofit clients and provides retirement-plan services using a third-party recordkeeping platform with model portfolios and a stated policy against target‑date funds. The brochure also discloses that the firm’s principal holds a CPA license and has a promoter agreement with an outside investment manager, which may result in referral compensation and is identified as an affiliation.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% (Families) $1,000,001+: 0.80% (Families) $0+: 0.80% (Nonprofit Organizations) $0 - $1,000,000: 0.50% (401(k) and 403(b) Plans) $1,000,001 - $5,000,000: 0.35% (401(k) and 403(b) Plans) $5,000,001 - $10,000,000: 0.20% (401(k) and 403(b) Plans) $10,000,001+: 0.10% (401(k) and 403(b) Plans)
$200 per hour for consultations and financial planning under certain circumstances
Account minimum: $100,000 Fee-only: Financial planning services at $200 per hour or negotiated fee
Main office
2448 E 6th Street
Tucson AZ 85719
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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