With over 90 years of investment experience, SAGE Investment Advisors specializes in customized, discretionary investment solutions for families and private businesses.
At SAGE, each family works directly with a team of advisors to tailor an investment portfolio unique to each family's goals, assets, and objectives. You decide the level of service you need from us and we will outline an investment strategy for all of your family assets. This may range from traditional investment portfolios and retirement accounts to family foundations, and private businesses. Ultimately, you enjoy peace of mind knowing that your family wealth is affording you and your heirs the lifestyle you want. SAGE is more than an investment advisory business. We tailor our service and investment solutions to families that look to us to integrate their wealth, goals, and financial affairs. Ultimately, we are a financial concierge that works to provide solutions for you.
"One size does not fit all." We take the time to create an Investment Policy Statement in order to develop and manage your family's investment portfolio. This process will enable us to complement your assets, risk tolerance, family mission, and succession plan with a strategy we all agree will guide your portfolio towards your family's goals.
Together with your other advisory professionals, our team will analyze your current investments and family assets to ensure that your SAGE Investment Advisors investment portfolio is developed over time to work alongside your long-term plan. We will not fit you with an off-the-rack product or mutual fund, which is a very important characteristic of our service. Each individual security will be purchased for your portfolio when it is right for you so that we maximize the customization, independence, tax efficiency, and overall transparency of your investments.