A complete list of active advisors currently associated with Sahni, Inc.

Warmer can help you find a great advisor at Sahni, Inc. or one who fits your needs even better.

The firm provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. It manages roughly $36.2 million across about 42 client accounts and constructs customized portfolios that primarily emphasize individual U.S. and foreign equities (including ADRs) and ETFs, with the potential inclusion of limited partnerships and option contracts. The adviser employs fundamental analysis and a primarily long‑term investment approach while retaining flexibility to trade more short‑term for rebalancing or cash needs; it works with clients to establish investment policy statements, asset allocation, and reasonable portfolio restrictions. The brochure discloses the use of option contracts and indicates the firm may employ derivatives and borrowing or leverage in managed accounts, practices that are uncommon among independent, solo‑advisor firms. The practice is a long‑standing, small, solo‑practitioner operation that emphasizes continuous personal client contact and regular monitoring of accounts on a discretionary basis. The firm also participates in an institutional custodian platform that provides technology and operational support and its principal maintains an unrelated architectural planning and design business, both of which are notable operational characteristics for a firm of this size.

To learn more about the advisors currently working at Sahni, Inc., 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.