A Tradition of Excellence

Sachs Investment Group, established in 2009, traces its lineage back to 1974.  It was then that Morton H. Sachs established The Sachs Company, a family-owned and operated venture that quickly became one of Louisville's most respected investment advisory firms.  After decades of operating The Sachs Company and its successor, Louisville Trust Company, Mort along with Gerald T. Case and James E. Buchheit created our next generation investment advisory firm, Sachs Investment Group.  By building on our foundation of strong principles, by continually raising the bar of excellence for our services, by encouraging collaborative, creative, and trusting partnerships with each of our clients, Sachs Investment Group carries on the tradition of excellence and commitment to clients that became the trademarks of its predecessors.

Independence and Knowledge

As an independent investment advisory firm, Sachs Investment Group offers unbiased, free-thinking investment management advice that is quickly disappearing in today's global economy.  Our investment advisory team, with over 50 years of experience, develops investment management strategies that are flexible and evolving.  We sift through all types of market conditions in order to identify investment opportunities and, when they present themselves, we efficiently capitalize on them.  Through our own research, we provide fresh perspectives on the market.  Independence removes the chains and knowledge opens the door to prosperity.