Overview
Firm Description
Sacajawea & Company, LLC (formerly Sacajawea & Company, LLP) was founded by William H.
Wrean (Bill) in 1972. As a former professor of economics, with experience in security analysis,
portfolio management, and fiduciary trust, Bill created a proprietary approach to manage
investment portfolios. Over the years, we have continued to refine this approach as technology
and information became more available, but the underlying principles remain the same. William
H. Wrean Jr. (Will) joined the firm in 1989, bringing additional academic experiences and insight
to the firm’s investment strategies, and is now the sole member of the firm.
Sacajawea is a fundamental long-term investment advisory firm. We collect the raw historical
financial data for every company we are interested in. We do not rely on newsletters or outside
opinions. Our strong academic backgrounds and business skills allow us to independently
evaluate companies and their stock by analyzing their financial data, historical performance and
other publicly available information. We do not invest in derivatives or leverage our client’s
accounts.
We manage portfolios for individuals, trusts, foundations and retirement accounts on a
discretionary basis. On December 31, 2023 we had approximately $119,000,000 under our
discretionary management. As economists, we like to consider our clients full economic well-
being when giving advice. This allows us to tailor each portfolio to the client’s individual needs.
However, as our clients tend to have similar needs and goals, the individual portfolios are often
similar over extended periods of time. As part of helping our clients with their full economic
well-being, we also, when and as requested, will review and counsel clients regarding their
budgets, estate plans and other issues.