A complete list of active advisors currently associated with Sisto Investment Advisory, LLC

Warmer can help you find a great advisor at Sisto Investment Advisory, LLC or one who fits your needs even better.

Sisto Investment Advisory, LLC is a solo independent advisory firm that serves individuals, trusts, estates and charitable organizations, and also works with certain corporate clients and retirement-plan participants. It offers discretionary portfolio management, one-time and ongoing financial planning, and assistance with implementation and coordination of other professionals. The firm’s investment approach is grounded in Modern Portfolio Theory and a passive, buy-and-hold philosophy implemented primarily through Dimensional Fund Advisors mutual funds. Advisors develop an Investment Policy Statement for each client, document risk tolerances, and generally manage client accounts on a discretionary basis with an emphasis on minimizing taxes and transaction costs. Distinctive features include an affiliation with an accounting practice — the principal is a Certified Public Accountant and the accounting firm provides separate tax and accounting services that the adviser may coordinate with when implementing financial plans. The firm also works with corporate and pension/profit-sharing plan clients and provides pension consulting and institutional-style portfolio management, services that are less common among independent single-advisor firms.

To learn more about the advisors currently working at Sisto Investment Advisory, LLC, 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.