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 provides discretionary investment management and financial planning for individuals (including high net worth clients), trusts, charitable organizations, small businesses, and qualified retirement plans. The firm also offers retirement-plan consulting and participant education, and provides broader financial advice on tax, estate, insurance, and cash‑flow matters. The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold posture, favoring passively managed, asset‑class mutual funds—predominantly funds from Dimensional Fund Advisors—and selective ETFs. SCM uses portfolio modeling and Monte Carlo analysis to develop written investment policy statements, monitors allocations for rebalancing, and will retain individual equities in limited cases where tax or personal considerations warrant. What sets the firm apart from many peers is its work with pension and profit‑sharing plans and its pension consulting services, including participant‑directed plan advisory and assistance in selecting plan investment lineups. The firm also coordinates plan services with Focus Partners Advisor Solutions (which may exercise discretionary authority over plan investments) and has a succession agreement with Focus Financial Partners, arrangements that expand its institutional support relative to a typical independent advisory practice.

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.