A complete list of active advisors currently associated with Savrin

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

Savrin LLC is a Connecticut-registered independent investment adviser that manages about $7.0 million for a small group of clients and offers discretionary investment management, financial planning, and investment consulting to individuals (including high‑net‑worth clients), trusts, estates and other entities. Client relationships are tailored to individual objectives, risk tolerance and cash needs, and the firm documents its services in written engagement agreements. The firm generally manages client portfolios on a discretionary basis and pursues an active, opportunity‑driven approach across equities, mutual funds, ETFs, fixed income and alternative strategies, with ongoing monitoring and rebalancing. The brochure describes a range of trading strategies — including long and short positions, margin, option writing and the use of options, futures and foreign currencies to access or hedge foreign exposures — and emphasizes integrated risk management alongside frequent trading when appropriate. What distinguishes Savrin from many peers is its use of derivative instruments in managed accounts and its willingness to enter into performance‑based fee arrangements for “qualified clients” (defined in the brochure as clients with at least $1.1 million under management or $2.2 million in net worth), together with written procedures to address side‑by‑side conflicts. The firm also discloses and discusses performance‑based compensation and related conflicts in its brochure and references performance reporting, features that are relatively uncommon among similarly structured independent advisers.

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