Sawyer Investment Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sawyer Investment Management Company provides discretionary portfolio management for individual investors, managing separate equity accounts for a small number of clients (five) and overseeing roughly $580,000 in client assets. The firm works with each investor through consultations to develop an Investment Policy Statement that documents risk tolerance, objectives, constraints, and guides portfolio implementation.
The firm’s investment approach is concentrated and fundamental-analysis driven, with client portfolios primarily composed of publicly traded bank holding companies and the potential occasional use of margin when aligned with client objectives. That sector focus informs the firm’s risk profile, producing greater industry and interest-rate sensitivity than more broadly diversified strategies.
Distinctive features include the firm principal’s accounting background and ownership of affiliated accounting practices, an arrangement that is uncommon among independent advisers and may provide integrated accounting and financial-reporting perspectives. The practice is a very small, single-advisor operation that votes client proxies and uses a single broker-dealer for execution and custody.
Client services
Expertise
Fee options
Up to 1% annually, negotiable, charged between 0% and 1% of net asset value
Account minimum: $5,000 Fee-only: Annual fee between 0% and 1% of net asset value, payable monthly and negotiable
Main office
1005 Glade Road, Suite 135
Colleyville TX 76034
Advisors at this office
1
Most active in
Texas
Also doing business as
Sawyer Investment Management Company · Sawyer, Ryan Alexander
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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