Sawyer & Co Inc

Sawyer & Company, Inc. provides investment supervisory and trustee services to high‑net‑worth and individual clients, as well as pension and profit‑sharing plans, trusts, estates, and corporations. The firm manages roughly $313 million for a few hundred client accounts and most often exercises written discretionary authority over client portfolios.

Sawyer’s investment process is anchored in fundamental analysis of individual securities, asset classes, and the broader economy, with supplemental use of charting and cyclical analysis when appropriate. Portfolios are managed with a long‑term (five‑to‑ten year) orientation and typically favor diversified positions in U.S. high‑quality common stocks intended to pursue total return while addressing inflation, income decline, and permanent loss of principal risks.

Operationally, the firm declines authority to vote client proxies—clients receive and vote their own solicitations—and maintains a formal Code of Ethics that imposes pre‑clearance for IPO participation and quarterly personal trading reporting by employees. As a small, independently owned adviser with multi‑decade tenure, Sawyer typically recommends client custody at major custodians (frequently Charles Schwab) while the brochure reports no material legal or disciplinary history.