A complete list of active advisors currently associated with Sabre Asset Management LLC

Warmer can help you find a great advisor at Sabre Asset Management LLC or one who fits your needs even better.

Sabre Asset Management is a small, single‑advisor registered investment adviser that provides discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, and retirement plans. Its services use individual equities, no‑load mutual funds, exchange‑traded funds and closed‑end funds, and may also include corporate and municipal debt, U.S. government obligations and option contracts. The firm emphasizes fundamental analysis and a long‑term purchase orientation while tailoring portfolios to clients’ risk tolerance, time horizon and return objectives. It may deploy covered calls and protective puts in volatile markets and typically implements fixed‑income exposure through funds rather than large allocations to individual bonds; tax efficiency is not a primary focus unless agreed in writing. Several operational practices distinguish the firm from many peers: it states a $100,000 opening minimum (with exceptions and householding for related accounts), routinely recommends Charles Schwab for custody and trade execution, and generally will not aggregate client orders into block trades absent discretionary authority. The firm also discloses that its principal is licensed to sell insurance and may earn commissions for insurance sales, that advisory fees may be deducted directly from client accounts under standing authority, and that it does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Sabre Asset Management 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.