As an independent Registered Investment Advisor, we strive to provide the best advice for each client’s specific situation and needs without being influenced by a parent company's agenda or quotas. We manage our clients’ portfolios with the meaning of our namesake in mind: 'Preserve, Save, and Defend.' Our services range from planning to investment management to estate planning. Each client is a name, not just a number, and we focus on providing the service they deserve.

Saos Capital is not bound by any large corporation's concerns. We are committed to our clients and their needs. If you are a serious investor, we’d like to discuss how we can help you preserve and grow your assets at any stage.

We are a fee-based Registered Investment Advisor firm, meaning our compensation comes from assets under management. This ensures that our clients are put first, not a commission or a sale.

Our primary custodian is Fidelity Investments, one of the most respected and well-known custodians serving independent financial advisors. By using Fidelity as our custodian, Saos Capital will never have direct access to your money.

Our typical clients are individuals and families serious about achieving their financial goals. Within our Saos Capital family, we have clients fresh out of college, professionals, small-business owners, and retirees at all stages of their investing lifecycle.

We are a conservative firm by nature, believing in patience to achieve financial goals. With a hands-on approach and by getting to know our clients individually, we tailor our investment portfolios to each unique situation.