Sawston Wealth Management LLC

Sawston Wealth Management LLC serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, financial planning, pension/401(k) consulting, and an online algorithm-driven portfolio service called SawstonDirect.

The firm documents client objectives in an Investment Policy Statement and implements long-term strategies using a mix of fundamental, cyclical, quantitative analysis and modern portfolio theory, generally with discretionary trading authority. SawstonDirect produces algorithm-based allocations tailored to client inputs (age, risk tolerance, income, assets) and is overseen by advisory personnel, though individual SawstonDirect accounts may not be monitored on a continuous basis; clients may impose investment restrictions.

Noteworthy features include a small, two-advisor team that manages client assets in-house rather than delegating to third‑party sub‑advisers, and a requirement that clients custody assets at Charles Schwab Institutional—participation in Schwab’s institutional program provides research and operational benefits that may create soft‑dollar conflicts of interest. The firm’s mix of traditional discretionary management, an automated retail-facing platform, and explicit pension plan consulting (including serving a 401(k) plan client) is less common among similarly sized advisers.