A complete list of active advisors currently associated with Saperston Legacy Advisors, Inc.

Warmer can help you find a great advisor at Saperston Legacy Advisors, Inc. or one who fits your needs even better.

Saperston Legacy Advisors provides investment supervisory services and individual portfolio management to retail and high-net-worth individuals, as well as pension plans, charitable organizations and corporate clients. The firm offers both discretionary and non-discretionary management through two proprietary asset-allocation programs—one focused on mutual funds and another on stocks, bonds and ETFs—and also makes consulting available on an hourly basis. The firm’s investment process places notable emphasis on technical and momentum-based analysis, using charting, relative strength and cyclical methods alongside fundamental review; research inputs cited include Dorsey Wright/StockCharts, IBD, Lowry Research, Rosenberg Research, Trend Investor Pro, OptionsPlay and Rabil Stock Research. Strategies include long‑ and short‑term purchases, trading and short sales, and the mutual‑fund program can convert between funds within a fund family based on indicator signals. Saperston is affiliated with related businesses that provide private client services and real estate brokerage, including a company that offers bookkeeping and bill‑pay services and a real estate firm that sells commercial and some residential properties. These operating affiliates, plus the fact that certain firm personnel are licensed insurance agents and may receive separate commission compensation, are disclosed conflicts of interest that distinguish the firm from many peers.

To learn more about the advisors currently working at Saperston Legacy Advisors, Inc., 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.