Robert A. Sandler, LLC

Overview

Robert A. Sandler, LLC is a small, independent registered investment adviser serving individual and family clients, with a concentrated, discretionary portfolio approach. The firm manages client assets primarily through collective investment vehicles — mutual funds and ETFs — while supplementing portfolios with income-oriented instruments and third‑party alternative strategies. Fee arrangements are flexible, including percentage of assets under management, hourly charges and fixed fees, which supports both ongoing portfolio management and stand‑alone planning engagements. With 35 clients and a relatively high average client size, the firm appears to operate as a boutique adviser offering tailored advice rather than mass-market product distribution. Investment activity centers on diversified public-market exposure for core allocations, with targeted use of real assets and energy-related alternatives to provide income, commodity exposure and an inflation hedge. Robert A. Sandler is identified as the owner and primary decision-maker; the adviser is organized as a limited liability company and classifies itself as an independent RIA focused on individuals and small businesses rather than institutional or pension mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices