A complete list of active advisors currently associated with Sycamore Investment Consulting Services, LLC

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

Sycamore Investment Consulting Services, LLC provides integrated investment management and financial planning to individuals, families, trusts, qualified pension and profit‑sharing plans, and charitable organizations, with a client base weighted toward individual and high‑net‑worth clients. The firm manages most client portfolios on a discretionary basis and also offers non‑discretionary, fee‑based planning engagements that can be scoped and limited by hours each year. Sycamore employs a top‑down, asset‑allocation process that emphasizes mutual funds (primarily actively managed, with some passive index exposure) and begins with a risk tolerance assessment and a written investment policy statement; portfolios are customized for each client rather than applied from universal models. Regular reporting and reviews are provided (quarterly reporting and recommended annual reviews), and the firm may use margin or make short‑term transactions when client cash needs or market conditions require it. What distinguishes Sycamore from many peers is the firm’s industry affiliations and operational arrangements: its principals are also owners and registered representatives of Buttonwood Partners, Inc., a broker‑dealer the firm commonly recommends for execution and administrative services, a relationship that can generate transaction commissions and continuing 12b‑1 revenue and is disclosed as a conflict of interest. Sycamore has also entered into a fee‑sharing arrangement with an outside investment adviser for a portion of one client’s portfolio (Jacobson & Schmitt) and recently transitioned from state to SEC registration, features that make its business model less typical among similarly sized advisers.

To learn more about the advisors currently working at Sycamore Investment Consulting Services, 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.