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Sapient Investments
Looking for superior investment returns? You've come to the right place. We're an independent RIA serving individuals, couples & families...
Overview
Looking for superior investment returns? You've come to the right place. We're an independent RIA serving individuals, couples & families throughout PA & the U.S.
General information
Firm type
RIA
Year founded
2023
Location
Region
North America
Country
United States
City
New Hope
Corporate office
Bucks County, New Hope, PA 18938, United States
Principals
Kevin
Founder
Ann
Founder
Frequently asked questions
Who runs investment decisions at Sapient Investments?
Kevin leads investment management, drawing on a long institutional money-management career detailed on the firm's about page. Ann oversees the financial and tax-planning arm. The website frames all services as provided directly by the two named founders, with no mention of additional investment-committee members or external managers.
What is Sapient Investments' minimum relationship size?
The firm states that clients generally entrust it with at least $500,000. This threshold aligns the practice with mass-affluent to high-net-worth households seeking comprehensive advice and active portfolio management.
How does the firm charge for its services?
Sapient Investments markets a competitive fee structure that it attributes in part to low operating expenses — specifically, operating the business from the founders' home. The website does not publish a fee schedule, but notes its fiduciary obligation to put client interests first and its aim to add value after all fees, expenses, and taxes.
Does Sapient Investments manage direct real estate or private investments?
Based on the firm's public materials, its focus is investment management and financial planning through publicly available securities. No mention is made of direct real estate, private equity, venture capital, or other illiquid investments.
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