SPARROW ADVISORS, LLC

Overview

Sparrow Advisors, LLC is a small, fee-based investment advisory and insurance-brokerage firm that runs a compact, equity-first discretionary practice. The firm emphasizes exchange-traded equities and ETFs as the core of client portfolios, and supplements those core allocations with third-party alternative managers when appropriate. Its service mix includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers — positioning Sparrow as both a direct portfolio manager and a capital allocator that uses external managers to implement non-core strategies. Sparrow reports being an active ESG investor, so environmental, social and governance considerations are folded into its investment process. Fee arrangements are flexible: the firm charges asset-based fees and also offers hourly and fixed-fee engagements depending on the client relationship and scope of work. The firm also acts as an insurance broker, which it integrates into overall planning and risk-management recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices