A complete list of active advisors currently associated with Sylamore Investments LLC

Warmer can help you find a great advisor at Sylamore Investments LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sylamore Investments 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.