A complete list of active advisors currently associated with Sarsi, LLC

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

Sarsi, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients and institutions, including family offices, offering ongoing investment supervisory services, comprehensive financial planning, and consulting/due‑diligence work on asset managers. The firm manages discretionary and non‑discretionary portfolios and integrates tailored investment policy statements with planning for clients of varying complexity. The firm’s investment process centers on strategic asset allocation informed by macroeconomic, asset‑class and quantitative analysis, and it uses both traditional equities and fixed income as well as alternative public and private investments for appropriate clients. For certain separately managed accounts, Sarsi employs derivatives — primarily options strategies such as long puts, put spreads and covered calls — as tools for downside protection or to generate income, with option trading subject to client approval and account permissions. What distinguishes Sarsi from many similarly sized independent advisers is its routine use of options within separately managed accounts (an uncommon practice among peers) combined with explicit consulting and due‑diligence services focused on the alternative and private fund space. The firm operates with a single lead advisor who reviews client accounts on a regular basis and provides customized model portfolios and bespoke planning alongside these more specialized investment capabilities.

To learn more about the advisors currently working at Sarsi, 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.