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 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.

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.