Saunix Investment Management, LLC

Saunix Investment Management is an independent advisory firm that primarily serves mid- to high‑net‑worth individuals and also accepts organizational clients, including foundations and other non‑profit entities, as well as specialty occupational groups such as active or retired military, law enforcement, private security, and health‑care professionals. The firm provides personalized investment advisory and portfolio management services, preparing individualized investment plans and offering ongoing portfolio monitoring and periodic reviews.

The firm implements client plans using a mix of ETFs, mutual funds, REITs, preferred securities, and individual stocks and bonds, and employs both fundamental and technical analysis with an emphasis on low turnover and cost efficiency. Saunix generally manages discretionary accounts under limited power of attorney, delivers regular performance reporting, and favors strategies designed to capture long‑term market rates of return while managing trading and tax considerations.

Compared with many solo independent advisors, Saunix notably includes organizational clients such as foundations and other non‑profits—an uncommon client type for firms in this category—and manages roughly $13.9 million for a relatively small roster of clients. The firm’s principal has a non‑traditional advisor background that combines advanced medical and business degrees and continues to operate a separate, non‑investment consulting business on a part‑time basis, a combination of experience and outside activity that is atypical among peers.