Who We Are

How We Work

About Saunix Investment Management Advisory Services New York Ohio

Our Core Values

  • Conduct business with complete honesty and integrity, placing the interests of the client first.
  • Provide risk-appropriate asset allocations strategies.
  • Maintain a fair and affordable investment advisory fee structure based upon the complexity of services provided.
  • Minimize portfolio turnover and client brokerage costs.
  • Provide accurate customer statements and performance reports.
  • Meet with clients regularly to evaluate strategy and investment results.