Sawyer Investment Management Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sawyer Investment Management Company is a small, state-registered independent investment adviser that provides discretionary portfolio management to individual investors. The firm manages separate equity accounts for a limited number of clients and helps develop tailored investment plans based on each client's risk tolerance, expected return, and constraints.
The adviser constructs portfolios using extensive fundamental analysis and generally concentrates client assets in publicly traded bank holding companies, seeking to balance return while attempting to limit volatility. Accounts are managed on a discretionary basis, reviewed monthly, and the firm may use margin opportunistically when aligned with a client's objectives.
The owner holds accounting and investment credentials and operates affiliated accounting practices, including a firm that provides audit services — an affiliation the brochure notes and that is uncommon among independent advisers. The firm also follows the CFA Institute codes of conduct, accepts proxy voting authority for client securities, and uses a single broker-dealer for trade execution and custody.
Client services
Expertise
Fee options
0% to 1% annually (negotiable)
Account minimum: $5,000
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
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