A complete list of active advisors currently associated with Sawyer & Co Inc

Warmer can help you find a great advisor at Sawyer & Co Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sawyer & Co Inc, 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.