A complete list of active advisors currently associated with Sabino Investment Management, L.L.C.

Warmer can help you find a great advisor at Sabino Investment Management, L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sabino Investment Management, L.L.C., 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
Robert Kahl profile photo Robert Kahl
Tucson, AZ
27
Warmer team member

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