How does the advisor help clients – Key Takeaways:
- Expertise in financial management and advisory services
- Third-party advice and unbiased recommendations
- Customized financial solutions for each client
- Long-standing track record of success
- Client satisfaction and retention as top priorities
Facts and Insights
SAROFIM INTERNATIONAL MANAGEMENT CO. is a trusted advisor and partner when it comes to financial management and advisory services. With extensive knowledge and experience in the industry, they provide valuable insights and advice to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $65 billion and growing | 100+ | Over 50 years |
Financial Services Offered
- Investment management
- Portfolio analysis and construction
- Asset allocation strategies
- Risk management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Charitable giving strategies
Client Types
- Individuals and families
- High-net-worth individuals
- Foundations and endowments
- Trusts and estates
- Corporations
- Institutions
- Retirement plans
Fees & Compensation
SAROFIM INTERNATIONAL MANAGEMENT CO. operates on a fee-only basis, meaning they do not earn commissions from any sales. This ensures that their recommendations are independent and aligned with their clients’ best interests. The specific fees and compensation structure may vary depending on the services provided and the size of the client’s portfolio.
Background
SAROFIM INTERNATIONAL MANAGEMENT CO. was founded in 1960 as a family-owned investment management firm. With a long-standing history of success, the company has grown to become a leading advisor in the financial industry. They have a team of experienced advisors who are dedicated to providing top-quality service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAROFIM INTERNATIONAL MANAGEMENT CO. is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in their clients’ best interests and to disclose any fees or compensation received from third-party providers. Clients can trust that they will receive unbiased and transparent advice from the advisors at SAROFIM INTERNATIONAL MANAGEMENT CO.