Paradise Valley, AZ Office

Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm delivers both discretionary and non‑discretionary portfolio management, standalone planning engagements, family office bill‑payment and coordination, and sub‑advisory services to private funds and registered ETFs.

The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to build diversified portfolios of individual equities, bonds, mutual funds, ETFs and alternative investments; Sapient may also allocate to independent managers and managed account programs. Portfolios are monitored on a regular basis with flexibility to trade short‑term for rebalancing, liquidity needs or changing market conditions, and the firm acts as a fiduciary when advising retirement accounts under ERISA/IRC standards.

Noteworthy for a firm of its size and age, Sapient acts as an adviser and sponsor to private funds and serves as a sub‑advisor to at least one registered ETF, and affiliates (through SLP entities) are entitled to performance‑based carried interest — arrangements the firm discloses and seeks to manage (it waives its wealth‑management fee on client assets invested in its Private Fund). The firm also provides family office custody and bill‑payment services (subject to an annual surprise examination), maintains an institutional relationship with Pershing that provides economic benefits, and discloses the use of paid promoters for client referrals.