A complete list of active advisors currently associated with Sawyer Investment Management Company

Warmer can help you find a great advisor at Sawyer Investment Management Company or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sawyer Investment Management Company, 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.

Name	Location	Years of experience
Ryan Sawyer	Colleyville, TX	12

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