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 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.

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.