SAWSTON WEALTH MANAGEMENT LLC

Overview

Sawston Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that serves individuals, families and a subset of institutional clients. The firm leans heavily on pooled public funds and mutual funds as the backbone of client portfolios, with most assets held in those products. Sawston provides both financial planning and portfolio management for individuals and small businesses, offering discretionary management where it manages day‑to‑day investment decisions and non‑discretionary arrangements where clients retain final trade authority. Fee arrangements are primarily a percentage of assets under management, supplemented by hourly charges for advisory work. Investment posture is conservative-to-moderate in implementation: public mutual funds and commingled products provide core exposure, while third‑party alternative managers — notably in real estate — are used to add diversification. Sawston does not identify as an active ESG investor. Custody and operational infrastructure are concentrated with a single primary custodian, which supports the firm’s model of outsourced execution and fund-based portfolio construction.

Assets & Accounts

Investments & Alternatives

Location & Offices