Personal Service, Expert Management, Custom Solutions

As an independent firm, we’ve structured ourselves to put our clients first and foremost:

As a fiduciary and fee-only adviser, we always put our clients' interests above our own and do not sell proprietary products or take commission – our success is directly related to the success of our clients. We use outside custodians to provide our clients with transparency and investor protection.

Our investment team, led by a Chartered Financial Analyst (CFA®) blends the art and science of investing by using in-house, traditional research combined with contemporary resources to select individual securities for our client portfolios.

Clients receive a monthly statement and a quarterly review showing our performance against the relevant benchmark. Our performance is independently audited and Sage Capital Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®).

We invite you set up an appointment to review your investments and learn more about our firm.

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