ABOUT US
Sage Capital was formed in 2005 with a shared set of values that have become our Sage Promise: integrity, due diligence, transparency, and putting our clients’ best interests first and foremost. More than a decade later, our team continues to grow and our Sage Promise is stronger than ever.
ABOUT OUR FIRM
Sage Capital is more than just an investment firm; we are a resource for our clients, helping them navigate their financial journeys through the ups and downs of life. As a fiduciary, we are legally obligated to act in our clients' best interests, providing them with the peace of mind that comes from knowing their wealth is managed with the utmost care and responsibility. This fiduciary role underpins everything we do, reinforcing the trust our clients place in us.
We believe in a collaborative approach to wealth management. In cases where our clients require services outside of our expertise, we work with a trusted network of third-party professionals, such as CPAs, mortgage brokers, and attorneys. These partnerships allow us to extend our services while maintaining the same high standards of integrity and efficiency that define our own work. Our dedication to teamwork ensures that our clients receive comprehensive and compatible wealth management support.
Our team includes highly accomplished professionals, among them two Chartered Financial Analysts® (CFAs®), whose expertise adds a significant layer of credibility to our wealth management services. We don't merely invest in mutual funds; we tailor investment strategies to each client's unique goals, leveraging our proprietary due diligence process to ensure effective results. The CFAs® at Sage Capital are passionately dedicated to staying ahead of market trends and ensuring our clients achieve their financial objectives.
Overall, Sage Capital is dedicated to delivering exceptional wealth management services while fostering lasting relationships with our clients and the communities we serve. We aim to be your partner in achieving financial success, offering personalized solutions, industry-leading expertise, and unwavering integrity every step of the way.
Meet the Team
President
DIANA BLAIR
I formed Sage Capital with my business partner, Matt, in 2005 with a vision to care for our clients with integrity, transparency, and due diligence. As Sage has grown over the years, I am proud of our ability to serve our clients independently and develop customized solutions that help them reach their unique goals. I believe in “doing business to do good” and I take my fiduciary duty seriously to always put my clients’ interests first.
I am passionate about education so individuals can make informed decisions about their wealth, which is why I’ve developed my own educational program and workbook. I am committed to educating vulnerable and traditionally underserved clients so they are never taken advantage of and can make financial decisions with confidence.
Chief Investment Officer, CFA®
Matt Johnson
As the Chief Investment Officer for Sage, I work diligently to successfully manage the investments in your portfolios. In my experience, investment management is both an art and a science. Not only am I committed to the science of quantifiable risk and returns based on research and evidence, but I am also committed to the art of managing the impacts your investments have on your life, emotions, goals, and future vision.
My Sage Promise to you includes day-to-day management of your investments by lowering risk and purchasing value-priced companies. I am always available to talk. Please feel free to connect with me if you have questions about your portfolio or need current market information.
Director of Investments, CFA®
Andy nugent
My passion is to build portfolios and develop lasting relationships with the clients who trust us to grow their assets. As Director of Investments, I use my 20+ years of investment experience building personalized portfolios with our Chief Investment Officer to help you achieve not only your investment objectives, but also your life objectives, which successful investments will free you to pursue.
I was drawn to Sage Capital Advisors because our boutique nature allows us the opportunity to give our clients the personal attention they desire and deserve. Managing assets is energizing and thought-provoking, and it is very rewarding to combine that fulfillment with the relationships we foster and the ability to speak directly to those who have trusted us with their wealth.
Managing Director, Houston
Travis verdin
I bring my managerial and project implementation skills to Sage Capital Advisors as Managing Director of the Houston Office, adding my strategic planning experience to the Tribal Division and helping small and medium business owners in my native Gulf Coast.
I is a member of the United Houma Nation of Louisiana with an MBA in Business Administration and a concentration on Financial Analytics and Business Strategy from Nicholls State University in Louisiana and previously earned a Bachelor's in Entrepreneurship.
Operations Manager
TAnaya renquist
As the Operations Manager for Sage, I work to keep our back-office running smoothly and efficiently to keep the focus on our clients and their wealth management needs. I work to provide support that strives to ensure our clients receive the best possible solutions and service on their wealth management journey.
CONTACT US
122 S. Phillips Ave
Suite 260
Sioux Falls, SD 57104
Contact Us:
990 Village Square Drive
Suite G-800
Tomball, TX 77375
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