SANDOS FINANCIAL
“The essence of investment management is the management of risks, not the management of returns.”
— BENJAMIN GRAHAM
We’re a fee-only, fiduciary investment advisory firm based in Utah, built around technical analysis and risk management.
Schedule a ConsultationWHAT WE DO
A Disciplined, Risk-First Approach
Sandos Financial runs a fee-only investment strategy built on technical analysis. A Risk On / Risk Off indicator tied to the S&P 500 tells us When to be invested, and a Relative Strength & Momentum Ranking Strategy tells us What to invest in. As a fiduciary, we’re legally required to act in your best interest — our investment advice is paid for only by client fees, never by commissions.
Our approach draws on technical market analysis to manage downside risk, not just chase returns. We build and adjust portfolios based on what the market is actually doing, not buy-and-hope or guesswork.
WHY SANDOS FINANCIAL
Built Around What Matters
Fee-Only
No commissions on investment advice. No investment products to sell. Just objective advice in your best interest.
Fiduciary
Legally obligated to put your interests first in every investment recommendation.
Risk-Focused
Portfolio decisions guided by ongoing technical analysis of market conditions.
Investment advice, including advice on fee-based insurance products, is offered through Sandos Financial, Inc., a fee-only registered investment advisor paid only by client fees. Jason Sandos is also licensed in Utah as an insurance consultant and insurance producer. Commission-based insurance products, such as life insurance, are offered separately through Sandos Life Inc., and the commission is paid by the insurer. If a recommendation includes a commission-based product, you’ll be told how Jason is compensated before you make any decision.
FOUNDER
Jason Sandos
Jason founded Sandos Financial to bring a disciplined, risk-managed approach to retirement investing — managing downside risk through ongoing technical market analysis. Throughout his career, he has pursued an ongoing commitment to rigorous, technically grounded portfolio management.
Schedule a ConsultationGet Started
Ready to take the next step? Schedule a consultation to see how a risk-managed, fee-only approach could fit your retirement plan.
Schedule a Consultation