SECTOR ANALYSTS LLC

Overview

Sector Analysts LLC is an independent registered investment adviser that serves individual and family clients, plus small businesses, with financial planning and portfolio management. The firm runs a fee-based model that combines a percentage-of-AUM fee with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and episodic planning work. Investment activity is concentrated in pooled public vehicles—primarily mutual funds—and the firm supplements those exposures with third‑party real estate strategies. Sector Analysts LLC does not position itself as a capital allocator and is not an active ESG investor; its approach emphasizes manager selection within public funds and external real estate managers rather than direct private deal sourcing.

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Investments & Alternatives

Location & Offices