Sanctuary Advisors

Sanctuary Advisors provides tailored investment advisory services primarily to high‑net‑worth individuals, corporations, and endowment foundations and maintains an account minimum of $1,000,000 (which may be waived). The firm offers ongoing portfolio management and prepares an Investment Policy Statement for each client to guide asset allocation across mutual funds, fixed income, equities, ETFs, insurance products and private placements.

Sanctuary Advisors delivers its services on a non‑discretionary basis, documenting client risk tolerance and restrictions and using model allocations together with individualized recommendations. The firm’s investment process draws on multiple methods — including fundamental, quantitative, technical/charting and modern portfolio theory — and can involve long‑term trading and the use of margin, with regular monitoring and quarterly reporting to clients.

Noteworthy for its peer group, nearly all of Sanctuary Advisors’ reported assets (approximately $191.5 million) are managed non‑discretionarily rather than under advisor trading discretion, placing final trading decisions with clients. The firm’s advisers also maintain broker‑dealer and insurance licenses and disclose that they may offer commissionable products; Sanctuary Advisors requires use of Pershing Advisor Solutions as custodian and may receive research or other soft‑dollar benefits, all of which are disclosed as potential conflicts of interest.