The Sage Capital Newsletter:
A periodic update on the Market, the Economy,
and market-moving news events, with unique commentary
from Sage leadership.
The Sage Review:
An overview of the performance of your investment mix
over the previous three month period, with analysis of factors
which contributed to that result. Also looks at types of assets
and the performance of your asset mix, as well as
income generated by both.
Your Investment Policy Statement:
Whether or not you have a formal Investment Policy
Statement, Sage Capital will help you break down your investment
strategy, while keeping in mind real rate of return, risk tolerances,
time horizon, income requirements, liquidity needs, taxes
and your other unique considerations.
Professional Money Management:
Two hallmarks that set Sage apart from other
management firms are in-house research, and our exhaustive
due-diligence process. Sage research is all our own, and independent
from the Wall Street investment banking community. In addition,
Sage utilizes extensive fundamental analysis to evaluate each
individual asset, making sure it stands on its own merits.
At Sage Capital, we are aware that we have a fiduciary duty
to ensure our clients’ best interests are served at all times.
Also know that the Sage investment approach is not constrained
on the style, country of origin, or market capitalization of an
investment opportunity.
Sage Capital Advisors, LLC. • 5672 La Jolla Boulevard, La Jolla, California, 92037 • www.sage-cap.com • 858.459.0172
Sage Capital Advisors, LLC is an SEC registered investment advisory firm, founded July, 2005 and manages investments to a core opportunity philosophy for both growth and income portfolios. To receive a complete list and description of Sage Capital Advisors’ composites and/or a composite presentation that adheres to the GIPS standards, please contact Matt Johnson or Diana Blair.
© 2008-2010 Sage Capital Advisors, LLC. All rights reserved.