Sapphire Fiduciary Advisors, LLC

Overview

Sapphire Fiduciary Advisors, LLC is a small, fee-based registered advisory firm organized as an LLC that focuses on discretionary portfolio management for individuals, families and small businesses, with capacity to manage for business or institutional clients as well. The firm charges clients a percentage of assets under management and favors equity-oriented portfolios, deploying separate managed accounts and pooled funds as appropriate. Sapphire is not an active ESG investor and does not position itself as a multi-state or pension consultant; its filings also show an industry affiliation with a banking or thrift institution that may support its custody or banking relationships. Investment activity centers on exchange-traded equities as the dominant sleeve within client portfolios, with mutual funds used as complementing building blocks. The firm does not operate as a capital allocator to proprietary private funds; instead it uses third-party managers for alternative exposure, notably real estate. Portfolio construction appears driven by blended use of SMA equity sleeves, pooled mutual fund strategies and selected real estate allocations to meet income, growth and diversification objectives.

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Location & Offices