Murphy & Sylvest

Murphy & Sylvest, a dba of Sylvest Advisors, LLC, was established in January 2013 by Susan Ann Sylvest and Thomas Murphy. The firm offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. M&S may direct clients to third-party money managers and is compensated through fee sharing. The firm acts as a fiduciary when providing investment advice, ensuring clients' best interests are prioritized. There is no minimum account size required. Fees are negotiable, with a maximum annual fee of 1.25% for all assets under management. M&S offers financial planning services based on fixed fees and project-based assignments. The firm's investment strategies include strategic asset allocation and long-term buy-and-hold strategies. M&S conducts fiduciary analysis of mutual funds, ETFs, and stock positions using various methods of analysis. Clients receive quarterly account reports and have the option for discretionary authority over their accounts. M&S does not accept compensation for the sale of securities and does not engage in performance-based fees. The firm primarily serves individuals, high-net-worth individuals, and charitable organizations.