THE PROCESS

Our process draws upon decades of experience in wealth management.

Whether you're an individual, business owner, native american tribe, or trust it all begins with a Sage Plan.  Consider it your blueprint for success. 

DISCOVER

We'll learn about your

needs and help you articulate financial goals with:

  • A one on one consultation dedicated to your financial needs and goals.

  • A  complete review of your investment portfolio.

  • The initial draft of your complete Sage Plan

RECOMMEND

Together, we will devise an investment

strategy by:

  • Introducing your objectives or Investment Policy Statement

  • Collaborating with trusted advisors (CPAs, Estate Planning Attorneys)

  • Review and finalize your SAGE Plan.

IMplement

We will put your plan into place, maximizing efficiency and returns. We'll:

  • Manage your assets with custodians at Schwab, Fidelity, or elsewhere

  • Purchase or reallocate investments as needed to maximize cost and tax efficiencies

MONITOR

We'll keep track of all the moving parts and keep you informed of your progress by:

  • Tracking progress toward your goals and updating your plan as necessary

  • Informing you of any tax or strategy changes

  • Sending periodic reporting and insightful newsletters with market commentary

  • Hosting client events and one on one meetings to review your plan and portfolio

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© 2020 Sage Capital Advisors, LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sage Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sage Capital Advisors, LLC unless a client service agreement is in place.