A complete list of active advisors currently associated with Sapphire Fiduciary Advisors, LLC

Warmer can help you find a great advisor at Sapphire Fiduciary Advisors, LLC or one who fits your needs even better.

Sapphire Fiduciary Advisors provides discretionary investment management to individuals, families, trusts, institutional clients, and other investment advisers, offering advisory, sub‑advisory, and tri‑party arrangements. The firm manages roughly $90 million of discretionary assets for a small client base and structures relationships through Investment Advisory and Sub‑Advisory Agreements. The firm's investment approach emphasizes fundamental analysis and a focus on high‑quality securities, applying both equity and fixed‑income research to identify disparities between market price and intrinsic value; allocations may include individual securities, mutual funds, and ETFs. Investment objectives, risk tolerances, and restrictions are documented in client profile forms or investment policy statements, accounts are managed on a discretionary basis, and reviews occur on an ongoing basis with the use of external strategies where appropriate. Distinctive aspects of the firm include ownership and affiliation links with community banking interests and a bank holding company, and a recent discontinuation of a program that compensated community banks for referrals — an uncommon profile for an independent adviser. The firm also accepts institutional mandates and provides services to other investment advisers as a sub‑advisor, and some clients are also beneficial owners of the firm, all of which differentiate it from most solo independent practices.

To learn more about the advisors currently working at Sapphire Fiduciary Advisors, 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.