Sapient Investments 37 Hillside Lane, New Hope, PA 18938
About the Business
Sapient Investments is a leading finance institution located at 37 Hillside Lane in New Hope, Pennsylvania, United States. With a focus on strategic investments and financial planning, Sapient Investments offers personalized services to help clients achieve their financial goals. Their team of experienced professionals provides expert guidance and innovative solutions to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Sapient Investments is dedicated to helping you make informed decisions and secure your financial future.
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Location & Phone number
37 Hillside Ln, New Hope, PA 18938, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Compared to other financial advisers, I prefer Kevin because he designed his investment approach, as I understand it, to give returns close to the typical 70%stock/30%bond mix but with a big reduction in volatility from quarter to quarter. I trust his strategy because he has a long and successful track record in managing investments. His prior history includes being the lead manager of a Morningstar ranked 5-star fund, the RidgeWorth US Equity 130/30 I (SUEIX). Additionally, Kevin was Chief Investment Officer, Equities at Aeltus Investment Management where he was responsible for the firm’s $22 billion in equity assets under management and was lead portfolio manager on various mutual funds totaling $11 billion. Kevin has managed a significant portion of my investments for about 2 years and I have been pleased with the investment results."
"I first met Kevin around 2000 when he was running Alpha Equity and have kept money with him every since. Perhaps most important in recommending Kevin is his character as a person. I have had the privilege of hosting him and his wife on a trip to Nicaragua where I was then living. During this time I got a close up view of Kevin and believe that his integrity runs deep. He is a person who communicates clearly, timely, and with plenty of preparation. No surprises with Kevin. He is a solid, grounded, careful thinker and he seeks to live out his commitments well, including his commitment to his spiritual life. Kevin is a certified "quant." He is a brilliant thinker and strategist and has tutored me and taught me much about his world of Alpha and Beta, and all kinds of financial complexities. He is always available and willing to help me understand, even after explaining the same issue multiple times. Kevin is not a typical investment salesman but has a MBA, CFA and loads of experience as an institutional investment managing billion dollar funds I parked money with Kevin because of his experience in alternative asset management to manage the risk of a straight stock portfolio. He has done this well. So to manage my stock risk, I have chosen Sapient as an alternative investment experience to get good upside returns but even better downside risk protection. He delivers what he promises. He also happens to invest his own money in the same Sapient investments in which he places mine. I would highly recommend having a conversation with Kevin. He will open your mind and understanding to the complex investing world, but do so in an accessible and careful way. He will also deliver on what he says. If only the world had a few more investment advisors like Kevin Means. Danny Sharpe"
"I have invested with Kevin for a long time and believe in him. He has used his 32 years of professional investing experience managing multi-billion-dollar funds (having earned a five-star rating from Morningstar) to give me great returns. As I think about the difference that Kevin has made, it comes down to two traits he possesses: 1) character and 2) competence. First, character. Kevin puts his money where his mouth is by investing in exactly the same portfolios that he uses for his clients. Many of Kevin’s clients are like me - old friends who know him to be a man of great integrity. Kevin makes investment decisions based on a worldview grounded in faith. Second, competence. I have learned in life to find the best experts in a field and trust them. Kevin is an investment advisor. He seeks to deliver outstanding investment results and that is what he has done. If you compare those results against others in his space, you see that Kevin’s returns are perpetually excellent. He ensures preservation of capital while capturing upside. He’s someone you can trust to ride a bull market, while reading the tea leaves to protect you from the worst of a down market. At the end of day you can trust Sapient Investments because it is the life work of a trustworthy man."
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