Sylamore Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sylamore Investments provides fee-only, discretionary investment management to individuals (including high-net-worth), as well as trusts, estates, charitable organizations, foundations, endowments, corporations and small businesses. The firm reports managing approximately $81.7 million in client assets across roughly 80 client relationships.
The investment process emphasizes fundamental analysis and a long-term total-return perspective (five-plus years), with an aim toward low portfolio turnover and tax efficiency while coordinating with clients’ tax professionals. Accounts are monitored regularly, clients receive quarterly performance reporting and periodic reviews, and the adviser has discretionary authority to implement trades consistent with each client’s objectives.
The firm’s principal serves as chief compliance officer and is a CFA charterholder; the brochure discloses that the adviser and supervised persons may own the same securities as clients and maintain written personal-trading and block-trade procedures to address potential conflicts. Sylamore recommends Charles Schwab for custody and describes access to Schwab Advisor Services’ institutional tools, and the firm does not accept proxy-voting authority for client accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,000+: 0.50%
Account minimum: $200,000 (may be negotiable based upon certain circumstances) Fee-only: Fee-only, discretionary investment management services based on assets under management.
Main office
107 West Washington St
Mountain View AR 72560
Advisors at this office
2
Most active in
Arkansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Whitman F
CFA®, Series 66
Mountain View, AR
Sylamore Investments LLC
Whitman Fowlkes is a CFA charterholder and holds the Series 66 designation, with 27 years of industry experience. He has been with Sylamore Investments LLC since 2016. Outside of his advisory work, he is a co-manager of a real estate development LLC that creates lots for local medical and retail businesses. Sylamore Investments provides fee-only, discretionary investment management to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and small businesses. The firm emphasizes fundamental analysis and a long-term, tax-efficient investment approach while coordinating with clients’ tax professionals.
Jennifer F
Series 65
Mountain View, AR
Sylamore Investments LLC
Jennifer Fowlkes is a Series 65 licensed advisor at Sylamore Investments LLC with no prior industry experience. She has been involved with Best Drug of North Central AR, Inc. since 2008. Sylamore Investments provides fee-only, discretionary investment management services to a range of clients including individuals, trusts, estates, and charitable organizations, managing approximately $81.7 million in assets across about 80 client relationships. The firm emphasizes fundamental analysis, a long-term total-return approach, and tax efficiency while coordinating with clients’ tax professionals.
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