Sawyer & Co Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sawyer & Company provides discretionary investment supervisory and trustee services to high net worth individuals, other individual clients, pension and profit sharing plans, trusts, estates, and corporations. The firm manages roughly $319 million on a discretionary basis across its client accounts and delivers individualized portfolio management rather than wrap or performance-based programs.
Sawyer’s investment approach emphasizes fundamental analysis with a long-term, five-to-ten year perspective, favoring U.S. common stocks of companies the firm considers high quality alongside conventional fixed income and cash equivalents; charting and technical analysis are used to a lesser degree. Portfolios are managed to seek total return (income plus appreciation) while addressing principal risks the firm highlights — inflation, declining income streams, and permanent loss of principal.
Compared with many peers, Sawyer is a small, long-established advisory firm whose advisory team includes advanced professional credentials (including multiple CFA charters and an academic doctorate) and a multi-decade operating history. The brochure discloses several operational features that may be noteworthy to prospective clients: the firm typically recommends Charles Schwab as custodian, does not accept authority to vote client securities (clients receive and vote proxies), and notes it may be deemed to have custody in limited cases when clients grant standing letters of authorization; the brochure also reports no legal or disciplinary history.
Client services
Expertise
Fee options
$0 - $2.5 million: 0.95% per annum (0.2375% quarterly) $2.5 million - $5.0 million: 0.75% per annum (0.1875% quarterly) $5.0 million - $7.0 million: 0.60% per annum (0.15% quarterly) $7.0 million+: 0.50% per annum (0.125% quarterly)
Main office
50 Federal Street, Fifth Floor
Boston MA 02110
Advisors at this office
3
Most active in
Massachusetts · New Hampshire · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin W
CFA®
Boston, MA
Sawyer & Co Inc
Benjamin Webber is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Sawyer & Co Inc in Boston, where he has worked since 2013. He is co-owner of a rental property managed primarily by his wife, with minimal involvement in day-to-day operations. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and a long-term investment horizon, focusing on U.S. common stocks, fixed income, and cash equivalents to manage total return and principal risks.
Mark C
CFA®
Boston, MA
Sawyer & Co Inc
Mark Cacciola is a CFA® charterholder with three years of industry experience. He has worked at Sawyer & Co Inc since 2023 and previously held roles at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm employs a long-term investment approach focused on fundamental analysis of U.S. common stocks and fixed income, managing roughly $319 million across its client accounts.
William S
Boston, MA
Sawyer & Co Inc
William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been affiliated with Sawyer & Co Inc for 40 years. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension and profit sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis with a long-term investment horizon and seeks total return while managing principal risks.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)