Overview
Thomas Sawyer and John Falduto came together in 2007 with one focus: to put customers first. Our objective is to determine the needs of our clients and to exceed their expectations. This commitment has brought us strong, long-term relationships. We provide excellent investment management services to the Trustees of Fire and Police Pension Funds, local units of government and high net worth individuals.
Disciplined
Our disciplined approach to portfolio management focuses on the use of broad diversification and setting well thought out asset allocation parameters based on each client's unique circumstances.
Thomas Sawyer and John Falduto came together in 2007 with one focus: to put customers first. Our objective is to determine the needs of our clients and to exceed their expectations. This commitment has brought us strong, long-term relationships. We provide excellent investment management services to the Trustees of Fire and Police Pension Funds, local units of government and high net worth individuals.
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Independent
We are an SEC-registered investment advisor without ties to a particular brokerage firm or mutual fund company. We are able to competitively shop liquid, marketable securities and no-load mutual funds.
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Responsive
The partners of our firm are your direct contacts. They are on hand to deliver a customized solution for your situation, with the ability to make modifications along the way.
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Disciplined
Our disciplined approach to portfolio management focuses on the use of broad diversification and setting well thought out asset allocation parameters based on each client's unique circumstances.