Bend, OR SW Wilson Avenue Office
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Sanctuary Advisors, LLC
Enterprise
Firm-wide stats for Sanctuary Advisors, LLC
About
Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad mix of clients—including individuals (including high‑net‑worth), corporations, pension and profit‑sharing plans, trusts, estates, and charitable organizations—through a network of more than 400 independent investment adviser representatives. Service offerings include portfolio management via Advisor‑Directed programs, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), financial planning, retirement plan consulting (including ERISA 3(21) and 3(38) arrangements), and the selection of other advisers.
The firm delivers advice through IARs who may be dually licensed and who develop their own investment philosophies and strategies subject to firm supervision; accounts can be managed on a discretionary or non‑discretionary basis and may use sub‑advisers, model portfolios, or third‑party managed account platforms (BNY Mellon and Adhesion). Sanctuary employs a range of analytical approaches (fundamental, quantitative, technical) and offers both onshore and offshore SMA solutions, and it acts as a fiduciary when a written advisory agreement exists.
Distinctive features include Sanctuary Wealth’s platform and ownership structure—Sanctuary owns tru Independence and completed the acquisitions of tru Independence Asset Management and TIAM2 on April 30, 2024—and affiliations with firms such as Azimut and Kennedy Lewis that place affiliate products on the platform. The firm also discloses practices that are less common among peers of its size: it may negotiate performance‑based fees and side‑by‑side management for Qualified Institutional Buyers with at least $100 million invested, it automatically enrolls managed accounts in a third‑party class‑action recovery service (clients may opt out), and it maintains multi‑custodian and sweep arrangements (including Goldman Sachs Custody Solutions) with associated custodial‑related revenue‑sharing and soft‑dollar considerations.
Based on Sanctuary Advisors, LLC
Expertise
Based on Sanctuary Advisors, LLC
Location
233 SW Wilson Avenue, Suite 204
Bend OR 97702
Advisors at this office
3
Advisors at this office
Virginia G
Series 63, Series 66
Bend, OR
Sanctuary Advisors, LLC
Virginia Graves is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Sanctuary Advisors in 2021, she worked at Merrill for nine years. She is based in Bend, Oregon. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors who employ various investment strategies and act as fiduciaries under written agreements.
Julien B
Series 66
Bend, OR
Sanctuary Advisors, LLC
Julien Blancon is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms including Black Diamond Financial, LLC, Wells Fargo Clearing, and Bank of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a range of portfolio management options, retirement plan consulting, and uses multiple analytical approaches while acting as a fiduciary under written advisory agreements.
Eric W
CFP®, Series 63, Series 65
Bend, OR
Sanctuary Advisors, LLC
Eric White is a CFP® certified financial advisor with 32 years of industry experience. He is currently with Sanctuary Advisors, LLC and has held positions at Bank of America, N.A. since 2009 and Merrill from 1993 to 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a broad range of investment approaches delivered through a network of over 400 independent advisers and offers portfolio management, retirement plan consulting, and financial planning services.
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