Sawyer & Co Inc

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Client assets under management

$286,763,594

Clients

226

57% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

113

Very High

Average account size

$1,268,865

About

Sawyer & Company provides investment supervisory and trustee services to high‑net‑worth and other individual clients, as well as pension and profit‑sharing plans, trusts, estates, and corporations. The firm primarily delivers portfolio management services and most relationships are managed on a discretionary basis.

The firm’s investment approach emphasizes fundamental analysis with a long‑term (five‑to‑ten year) horizon and a preference for high‑quality, U.S.‑based companies, supplemented to a lesser degree by technical and cyclical analysis. Portfolios are generally oriented toward equities to pursue total return over time, and accounts are reviewed at least quarterly with formal written reports provided to clients.

Distinctive features include a small advisory team managing roughly $320 million across about 226 client accounts and a disclosed material ownership consolidation reported in the firm’s most recent ADV update — a disclosure event that is uncommon among peers. The firm also does not accept authority to vote client securities and typically recommends large custodians for brokerage, so clients receive and retain proxy voting control while assets are held at third‑party custodians.

Client services

Portfolio management

Expertise

Passive / index investing Active portfolio management

Fee options

Percentage

$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)

Other

Fee-only: Advisory fees based on tiered AUM schedule described in fee_tiers

Main office location

Sawyer & Co Inc

50 Congress Street

Boston MA 02109, United States

Number of offices

Most active in

Massachusetts · New Hampshire · New York

Disclosures

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 617-227-7033

Advisors at this firm

Benjamin W

CFA®

Boston, MA

Sawyer & Co Inc

Benjamin Webber is a CFA® charterholder with eight years of experience in the financial industry. He has been with Sawyer & Co Inc since 2013. Outside of his advisory role, he is co-owner of a rental property managed primarily by his wife. Sawyer & Company, Inc. provides investment supervisory and trustee services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $313 million, focusing on long-term, fundamental analysis-driven portfolios that emphasize diversified positions in high-quality U.S. common stocks.

Passive / index investing Active portfolio management

Mark C

CFA®

Boston, MA

Sawyer & Co Inc

Mark Cacciola is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Sawyer & Co Inc in Boston, MA. His prior roles include positions at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company, Inc. provides investment supervisory and trustee services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $313 million across several hundred accounts, focusing on fundamental analysis and a long-term investment approach that emphasizes diversified U.S. high-quality common stocks.

Passive / index investing Active portfolio management

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