A complete list of active advisors currently associated with Sullivan Investment Management LLC

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Sullivan Investment Management provides equity, balanced and fixed-income portfolio management to both individual clients (including high-net-worth clients) and a range of institutional clients. The firm manages accounts on a discretionary basis and offers both a Diversified Mutual Fund Program and a Custom Investment Services Program. The firm’s investment approach combines a proprietary mutual-fund selection process—screening a universe of over 3,500 no-load funds to select 20–30 “best of class” funds across three model strategies (Income & Growth, Conservative Equity, Total Return)—with individual equity and fixed-income security selection for custom portfolios. Portfolios emphasize mid-cap exposure, fundamental and technical research aimed at earnings growth, and fixed-income laddered or barbell strategies, with research supplemented by third-party providers and soft-dollar arrangements. Noteworthy for a firm of this size, its client mix explicitly includes corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments in addition to individual households, client types that are less common among independent advisers. The firm combines a mutual-fund-driven suite of strategies with bespoke equity and bond management and augments internal analysis with external research partnerships while managing approximately $111.8 million in discretionary assets.

To learn more about the advisors currently working at Sullivan Investment Management 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.