“A Traditional Approach to Investment Management”

Sage Capital Advisors, LLC, a Registered Investment Advisory firm formed in 2005, oversees financial assets for affluent individuals, trusts, small business owners and institutions.

Our mission is to provide our clients with a firm that focuses on ethics and integrity while we efficiently and effectively grow their assets over the long term adding value through proactive asset management.

Our clients receive a customized investment portfolio suited to meet their needs based on investment objectives, time horizon, cash flow requirements, outside holdings and tax status, among other factors.  We assign the appropriate benchmark(s) to each portfolio and provide quarterly reviews to track performance.

Investment strategy, research and stock selection is led by a Charted Financial Analyst (CFA).  The CFA Institute requires and provides for the highest ethical and professional standards in the industry.

We are a fee only firm that allows for prudent investment decisions made with the entire portfolio in mind. 

For a complimentary consultation about how we can help you, please contact us.