Sawyer Investment Management Company

Overview

Sawyer Investment Management Company is a Texas-based, sole proprietorship independent RIA that serves a small roster of individual and family clients. The firm’s core offering is portfolio management for individuals and small businesses, and it charges clients a percentage-of-AUM fee. The principal also carries out accounting-related activities, indicating a combined tax/accounting and investment-advisory workflow for clients. The firm’s positioning is that of a high-touch, client-focused adviser operating at a very modest scale. It is structured as an individually owned practice rather than a multi-advisor firm or capital allocator, which typically results in direct involvement by the owner in investment decisions and client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices