SA FINANCIAL SOLUTIONS, LLC

Overview

SA Financial Solutions, LLC is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker, which informs part of its client advisory offering. Investment activity is centered on publicly available pooled products—primarily mutual funds—used in discretionary portfolios. The firm identifies as a capital allocator and complements its mutual fund exposure with allocations to third-party real estate managers for alternative exposure. SA Financial Solutions is not an active ESG investor and does not present as a multi-state or pension consultant adviser. Given the small client base and AUM, the firm appears to manage concentrated relationships with a hands-on approach to planning and implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices