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 provides comprehensive financial planning, ongoing investment supervisory services, and consulting to individuals, high‑net‑worth clients, and select institutions including family offices and consultants. The firm operates as a fiduciary and offers both discretionary and non‑discretionary portfolio management along with tailored Investment Policy Statements and implementation support. The firm’s investment process centers on setting strategic asset allocation from each client’s risk profile and time horizon, then selecting managers and investment products using macroeconomic and quantitative analysis and ongoing manager due diligence. Portfolios are customized from model allocations with attention to tax and liquidity profiles and are monitored and adjusted as client circumstances or market information change. Distinctive features include the active use of derivatives in separately managed accounts — the brochure describes implementing options strategies such as long puts, put spreads, and covered calls to add downside protection or generate income, with option trading requiring approval and appropriate account permissions. Sarsi also offers consulting and due diligence focused on alternative and private fund managers, a service mix that is less common among firms of this size and structure managing roughly $46 million in discretionary assets.

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.