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The Sawtelle Advantage

There is a better way to monitor and control risk exposure in a securities-based investment account.

Sawtelle Financial Managementuses a system of investment management based on the law of Supply and Demand, the most fundamental determiner of stock prices. find out more

SFM does not charge management fees when the account(s) are not profitable, measured since inception of the accounts.

"The sum total of your accounts will not be charged a management fee in any quarter the sum total of your accounts are not profitable, measured from the inception of the agreement."

Please read the SFM Policies, Philosophy, & Procedures for further information about how we conduct business.

Download our SEC Disclosure Brochure