Sutro Advisors

Overview

Sutro Advisors is an independent registered investment adviser that focuses on serving individual and family clients through a mix of financial planning and discretionary portfolio management. The firm charges on a percentage-of-AUM basis and also offers hourly and fixed-fee work, which supports both ongoing investment relationships and project-based planning. Advisory activity includes portfolio management for individuals and small businesses as well as for business and institutional clients. Investment activity is equity-forward: Sutro favors exchange-traded equities and ETFs as the primary building blocks of client portfolios. That emphasis suggests a core-satellite approach where liquid, low-cost ETF exposures provide the strategic foundation and individual equities or active mutual funds may be used for customization, tax management, or concentrated opportunities. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices