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
| $391,474,984 | 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.
Methodology
To generate our top financial advisors list in Sag Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sag Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 BusinessesPortfolio 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.
Methodology
To generate our top financial advisors list in Sag Harbor, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sag Harbor. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.