Saunders Investment Management LLC

Saunders Investment Management provides tailored investment advisory and portfolio management services to mid‑ to high‑net‑worth individuals and to foundations or other non‑profit entities, creating individualized investment plans and offering ongoing monitoring, rebalancing, and periodic performance reports. The firm also offers one‑time portfolio reviews and an investment timing service as part of its service menu.

The firm applies both fundamental and technical analysis to develop risk‑appropriate asset allocations and generally emphasizes low turnover and long‑term market returns. At the same time, Saunders operates an explicit investment timing service and separate market‑timing portfolios, a practice that is uncommon among independent advisers.

As a single‑advisor firm managing approximately $33.8 million in discretionary assets, Saunders maintains discretionary authority via limited power of attorney while not taking custody of client assets, with custodial statements delivered directly to clients. The combination of serving nonprofit/foundation clients, maintaining a relatively high typical account minimum (generally $700,000), and offering market‑timing portfolios distinguishes the firm from many peers.