SPARROW AT A GLANCE

Company Profile:

Established: 1988
Clients: Individuals, employee benefit programs, professional organizations, and trusts
Assets Under Management: $40.1 million (as of 12/31/09)
Ownership: Privately owned by president and founder, Gerald Sparrow, MBA
Style: Core Momentum Growth

 

Portfolio Characteristics:

Average Number of Positions: 20 holdings
Turnover: Averages two buys and two sells per month.
Appropriate Benchmark: S&P 500

Our Clients:

We invest for

• Doctors
• Lawyers
• Business Owners
• Foundations
• Limited Partnerships
• Other Individuals
• Institutional Clients

Account Types:

• IRAs
• 403B
• IRA Rollover
• Defined Benefit
• Employee Profit Sharing Plans
• Pensions
• Corporate Accounts
• Nonprofit Corporate,
• Money Purchase Pension Plans
• Joint Tenant
• Charitable Trusts
• Revocable Trusts
• Partnerships
• Institutional Clients
• Other Account Types

Portfolio Types:

• World Total Return Portfolio
• Tax Advantaged Rising Dividend Portfolio
• Large-Cap Core Growth Portfolio
• Small-Cap Growth Portfolio