Top financial advisors in Sag Harbor, NY
We've curated a list of the best financial advisors in Sag Harbor, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $391,474,984 Number of advisors 5 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Sag Harbor, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Saybrook Capital Corp
Saybrook Capital Corporation, an SEC-registered investment advisor, was established to provide discretionary investment counsel to clients seeking long-term superior returns while safeguarding principal. Their investment philosophy focuses on in-depth research, undervalued growth, and strict valuation disciplines. Saybrook offers both discretionary and non-discretionary services, with discretion allowing them to make investment decisions without specific client consent. As of December 31, 2024, Saybrook managed $489 million in discretionary assets. The firm charges fees based on a percentage of assets managed, with fees varying depending on account size. Saybrook's investment strategies include asset allocation, equity investment in undervalued growth companies, and fixed income portfolio construction. The firm's investment analysis methods encompass fundamental, technical, and cyclical approaches, with a focus on long-term strategies to mitigate risk. Saybrook serves individuals, pension plans, trusts, and charitable organizations, maintaining a minimum account size of $1 million. The firm's principals, Luke M. Babcock and Scott R. Hirsch, oversee operations and compliance, ensuring adherence to ethical standards and fiduciary duty. Saybrook's commitment to client interests is reflected in their comprehensive investment approach and transparent fee structure.
$391,474,984 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Sag Harbor, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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