A complete list of active advisors currently associated with Sacred Heart Investments
Warmer can help you find a great advisor at Sacred Heart Investments or one who fits your needs even better.
Sacred Heart Investments primarily manages pooled investment vehicles and institutional mandates rather than custodial retail accounts. Its Form ADV Part 2 indicates the firm provides investment management and related consulting services, including pension consulting and the distribution of periodic newsletters or other periodicals to clients and prospects. The brochure discloses that the firm selects and oversees other advisers to implement investment strategies for its pooled vehicles and institutional clients, and that it generally charges management fees based on assets under management while also making hourly billing available for certain consulting engagements. This combination suggests Sacred Heart uses delegated implementation alongside fee arrangements typical to investment managers, with added flexibility for project-based consulting work. Compared with peers, Sacred Heart’s disclosures include several uncommon features for an investment-manager category firm: an affiliation with a broker-dealer, active pension-consulting services, regular periodicals or newsletters, and formal selection of other advisers. Together, these elements indicate the firm mixes institutional asset management with consulting and communications capabilities that go beyond routine pooled-vehicle administration.
To learn more about the advisors currently working at Sacred Heart Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sugar Hill, GA
| 22
|
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