Mount Pleasant, SC Simmons Street Office

Saos Capital provides discretionary asset management and related financial planning to individuals, high net worth clients, charities, and corporate retirement plans. Services include portfolio management across a wide set of instruments (equities, bonds, mutual funds and ETFs, structured notes, alternatives, and cash equivalents), integrated financial, estate, tax and retirement planning, and pension consulting for employee benefit plans.

The firm combines fundamental and technical analysis with a relative-strength, top‑down process (market, sector, manager) to build customized allocations tied to client goals and risk tolerances. Portfolios may include both long- and short-term positions and employ derivatives and futures as part of risk-management and defensive strategies; the brochure also notes purchases of structured notes when suitable.

Saos Capital is notable among similarly sized supported advisers for sponsoring and acting as portfolio manager of a wrap fee program while managing wrap accounts the same as non-wrap accounts, and for explicitly using derivatives (options, futures, currencies/forex) in separately managed accounts. Additional operational features called out in the brochure include complimentary financial planning as part of asset management, pension consulting capabilities, and custodial arrangements that include a standing letter of authorization and use of institutional services through a recommended custodian.