Helping People With Their Investments
After Kevin’s long and successful career in institutional money management, and Ann's long and successful career in accounting and financial management, we founded Sapient Investments to help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement.
As investment advisors, our goal is to provide significant value-added, after all fees, expenses, and taxes, over what our clients might have otherwise achieved without our help.
We have very competitive fees, facilitated in part by our low operating expenses. We operate our business out of our home, and we enjoy traveling to meet with current and prospective clients. When in-person meetings are not convenient, we can connect by video conference or by phone.