A complete list of active advisors currently associated with Sapere Wealth Management, LLC

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

Sapere provides discretionary investment management and financial planning to a mix of individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. In addition to separately managed accounts, the firm serves as investment manager to privately offered pooled investment vehicles and offers consulting on employer-sponsored plans and non-custodied products. The firm’s investment approach emphasizes top-down global macroeconomic analysis and an absolute-return orientation, favoring value-driven, mean-reversion ideas with a one-to-three-year time horizon. Model portfolios combine equities, mutual funds, ETFs and privately offered funds (including vehicles managed by an affiliate), with explicit liquidity targets (e.g., seeking at least one-third of portfolios available monthly) and a stated aim to limit peak-to-trough drawdowns. Distinctive features include acting as the investment manager and having an affiliate serve as general partner to private funds offered under Regulation D, with allocations to those funds sometimes made alongside individual accounts. Sapere also disclosed a prior SEC settlement that has led to enhanced, formalized due diligence (including retention of third-party due diligence consultants for certain non-traditional transactions) and maintains custodial relationships with Axos, CNB and Northern Trust, arrangements the firm identifies as creating potential conflicts of interest.

To learn more about the advisors currently working at Sapere Wealth 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.