A complete list of active advisors currently associated with Sawyer Capital Management
Warmer can help you find a great advisor at Sawyer Capital Management or one who fits your needs even better.
Sawyer Capital Management manages approximately $124,876,998 for about 45 clients and provides discretionary investment management and related wealth-planning services to individuals, trusts, charitable organizations, small businesses, and qualified retirement and pension/profit-sharing plans. The firm works with clients to develop written investment policy statements, transition existing portfolios, and deliver ongoing monitoring and reporting. The firm's investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and a belief that markets are generally efficient; it implements portfolios primarily through passively managed, asset-class mutual funds and ETFs, with notable use of Dimensional Fund Advisors funds and occasional retention of individual equities for tax or personal reasons. SCM uses tools such as Monte Carlo simulations to derive allocations, conducts regular rebalancing and reviews, and provides participant education and fiduciary monitoring for retirement-plan clients. Distinctive elements include its recurring pension and profit-sharing plan work and pension consulting services—areas that are statistically uncommon for independent firms of this scale—which cover plan investment platform analysis, investment policy development, and participant education. The firm coordinates plan-level discretionary services and back-office functions with Focus Partners Advisor Solutions, uses DFA research and software, and maintains a formal business continuity and succession arrangement with a larger partner, reflecting deeper integration with third-party platforms than is typical for similar-sized practices.
To learn more about the advisors currently working at Sawyer Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Wildwood, MO
| 25
|
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