Sachem Investment Counsel LLC

Overview

Sachem Investment Counsel LLC is a boutique wealth manager focused on portfolio management for individuals and small businesses. The firm runs primarily equity-oriented strategies, using exchange-traded equities as its dominant sleeve while supplementing portfolios with third-party alternative managers—specifically venture capital and hedge funds—to provide sources of growth and uncorrelated return. Its fee model is a mix of percentage-of-AUM and fixed fees, and its client base is concentrated among high-net-worth individuals and family relationships. Sachem is not positioned as an ESG-focused allocator and operates without broad multi-state advisory registration. Portfolio construction appears driven by equity exposure as the core risk engine, with alternatives added tactically for diversification, return enhancement and access to private-market or absolute-return strategies that are otherwise difficult to source in public markets. The adviser reports discretionary authority over most client assets and manages accounts at major custodians consistent with a concentrated high-net-worth practice.

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Public Holdings

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Location & Offices