Edmonds, WA Office
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Sage Advisors, LLC
Team
Firm-wide stats for Sage Advisors, LLC
About
Sage Advisors serves individuals and high‑net‑worth clients and also accepts pension and profit‑sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, stand‑alone financial planning, and pension consulting for employee benefit plans, delivering written plans and implementation options as agreed.
Sage builds customized portfolios through diversified allocations of mutual funds, ETFs, individual bonds and equities, implementing proprietary Model Portfolios that can incorporate third‑party sub‑advisors and separately managed accounts. The firm conducts ongoing monitoring and rebalancing, uses fundamental, technical, and asset‑allocation analysis, and generally operates under discretionary authority with custodial arrangements handled through a designated custodian.
Noteworthy aspects of Sage’s brochure include a formal pension consulting practice in which the firm acts as an ERISA fiduciary for plans, provides participant education and seminars, and issues specific rollover disclosures when recommending IRA rollovers. The firm also discloses that certain personnel are individually licensed to sell insurance (and may earn commissions) and describes the use of sub‑advisors and a Code of Ethics to address related conflicts of interest.
Based on Sage Advisors, LLC
Expertise
Based on Sage Advisors, LLC
Location
115 2nd Avenue North, Suite 200
Edmonds WA 98020
Advisors at this office
2
Advisors at this office
Jordan C
CFP®, CFA®, Series 66
Edmonds, WA
Sage Advisors, LLC
Jordan Cole is a financial advisor at Sage Advisors, LLC in Edmonds, WA, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Sage Advisors since 2004, including a period before its current formation, and previously spent eight years at Kms Financial Services, Inc. Sage Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, using customized portfolios with diversified allocations and proprietary Model Portfolios under discretionary authority.
Russell C
ChFC®, Series 63, Series 65
Edmonds, WA
Sage Advisors, LLC
Russell Cole is a financial advisor at Sage Advisors, LLC with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Sage Advisors in 2019, he worked for Kms Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, he is also licensed to sell long-term care, disability, health, and term insurance products. Sage Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management, financial planning, and pension consulting services. The firm employs customized investment strategies using mutual funds, ETFs, individual securities, and proprietary models, and is notable for its pension consulting and participant education offerings.
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