Sage Capital Advisors, LLC

J Dyer is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Sage Capital Advisors since 2011. Outside of his advisory role, Mr. Dyer acts as a sales agent for various insurance companies on an individual basis, which may involve receiving sales commissions. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, using a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Dustin Holt is a financial advisor with Sage Capital Advisors, LLC in La Jolla, CA, holding a Series 65 license and having seven years of industry experience. His career includes roles at LPL Financial, Trilogy Capital, and National Planning Corporation prior to joining Sage in 2020. Outside of his advisory work, Mr. Holt acts as a sales agent for various insurance companies, operating individually and not through Sage. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individual and nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning using a custom, value-oriented process that incorporates fundamental and technical analysis, individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Carl Rustin is a financial advisor with Sage Capital Advisors, LLC in San Diego, CA, with 16 years at the firm and three years of industry experience. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, financial planning, and uses a custom, value-oriented investment process blending fundamental and technical analysis.

Travis Verdin is a financial advisor with Sage Capital Advisors, LLC in Tomball, TX, holding a Series 65 credential and over 10 years of industry experience. He has been with Sage Capital Advisors since 2015 and also owns T1 Computer Services, a non-investment related business providing IT monitoring and maintenance. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors, participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, financial planning, and other consulting services with a value-oriented investment approach that utilizes equities, ETFs, fixed income, tactical strategies, and third-party managers tailored to client objectives.

Matthew Johnson is a CFA® charterholder with 27 years of industry experience. He has been with Sage Capital Advisors, LLC since 2005. The firm serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. Sage Capital Advisors offers discretionary investment management, retirement-plan consulting, participant education, and financial planning, employing a custom, value-oriented investment approach that includes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

Diana Blair is a financial advisor at Sage Capital Advisors, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Sage Capital Advisors since 2005. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning through a value-oriented investment process that incorporates fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

Andrew Nugent is a CFA charterholder with 26 years of industry experience. He has worked at Sage Capital Advisors, LLC since 2018 and previously spent seven years at Brandes Investment Partners, L.P. He holds Series 63 and Series 65 licenses. Sage Capital Advisors primarily serves pension and profit-sharing plans, plan sponsors and participants, as well as individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis to create portfolios tailored to client objectives, utilizing individual equities, ETFs, fixed income, tactical strategies, and third-party managers.

Jeffrey Malone is a financial advisor at Sage Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Capital Advisors and Malone Capital Advisors since 2013. Outside of his advisory roles, he is involved with several family limited partnerships as both a general partner and limited partner. Sage Capital Advisors serves pension and profit-sharing plans, individuals, families, and nonprofit clients, offering discretionary investment management, retirement-plan consulting, participant education, and financial planning. The firm employs a custom, value-oriented investment approach that combines fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.