Sacred Heart Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sacred Heart Investments primarily manages pooled investment vehicles and institutional mandates rather than custodial retail accounts. Its Form ADV Part 2 indicates the firm provides investment management and related consulting services, including pension consulting and the distribution of periodic newsletters or other periodicals to clients and prospects.
The brochure discloses that the firm selects and oversees other advisers to implement investment strategies for its pooled vehicles and institutional clients, and that it generally charges management fees based on assets under management while also making hourly billing available for certain consulting engagements. This combination suggests Sacred Heart uses delegated implementation alongside fee arrangements typical to investment managers, with added flexibility for project-based consulting work.
Compared with peers, Sacred Heart’s disclosures include several uncommon features for an investment-manager category firm: an affiliation with a broker-dealer, active pension-consulting services, regular periodicals or newsletters, and formal selection of other advisers. Together, these elements indicate the firm mixes institutional asset management with consulting and communications capabilities that go beyond routine pooled-vehicle administration.
Client services
Main office
Sugar Hill GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Christopher J. Drozjock · Cjd Investments · Sacred Heart Investments · Silver Springs Investments,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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