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Sawtelle Financial Management, LLC

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Sawtelle Financial Management, LLC

Overview:

At Sawtelle Financial Management, our main goal in creating any investment portfolio is to prevent large asset drawdowns by creating a mix of returns (assets) that produces a better risk-adjusted result than any of the individual components. Diversifying risk across uncorrelated return streams is the best way to reduce your portfolio’s overall risk.
Unfortunately, almost all investors fail to grasp this timeless and universal fact. Because of this, we often see many portfolios’ that are very poorly diversified and will perform incredibly poor in the event of any market turmoil. Our 100% free no-obligation analysis of your current 403(b) will provide you with a very clear picture of the mistakes you are currently making in your portfolio.

Our understanding of portfolio analytics allows us to create portfolios for our clients that create a better risk adjusted return than any other traditional asset allocation model we know. This in turn reduces the portfolio’s risk and expected drawdowns.

Vision:

We thoroughly believe there is a better way to monitor and control risk exposure in a securities-based investment account. Here at Sawtelle Financial Management, we possess an understanding of the management and rules of Qualified Investment Plans such as 403(b), 457(b), SEP/IRA’s, IRA’s, and 401(k) accounts. We also manage individual or joint brokerage and trust accounts. Scott’s experience managing 403(b) plans, also known as Optional Retirement Plans started back in the mid 1990’s when he realized there were very few competent Investment Advisors in this space. Twenty- two years later, the same is still true and Scott continues to be a leading expert in the 403(b) market with clients throughout the United States.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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