Separate Accounts

Separate account relationships date back to the inception of the firm and span the risk/return spectrum of core and value-add.  Critical to the separate account strategies are that they are executable, timely, and exclusive to the client.  This means that we can actively invest cash to create value without distraction or investment queues.

Based upon close relationships with each client, we have developed customized reporting to satisfy each client's unique requirements.  We also create easy access to the firm’s professionals ensuring open and transparent communication.  This is a disciplined culture that ensures compliance with our fiduciary responsibilities and minimizes surprises for our clients.

Sarofim’s culture is based on understanding and satisfying our client’s
objectives. It is also a culture of always putting the client’s best interest first.

Client Key