Tomball, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sage Capital Advisors, LLC
Team
Firm-wide stats for Sage Capital Advisors, LLC
About
Sage Capital Advisors primarily serves pension and profit‑sharing plans, plan sponsors and plan participants, as well as individuals, families and certain nonprofit clients. The firm provides discretionary investment management, retirement‑plan consulting and participant education, financial planning and other consulting services, and it may implement strategies through third‑party managers and separately managed account programs.
Sage describes a custom, value‑oriented investment process that blends fundamental and technical analysis to build portfolios tailored to each client’s objectives, using individual equities, ETFs, fixed income, tactical strategies and outside managers. The brochure also discloses that Sage may use options and other derivatives, and may permit borrowing in separately managed accounts, and it offers both discretionary and non‑discretionary management while supporting held‑away account integration via a platform arrangement.
Noteworthy features called out in the brochure include formal retirement‑plan consulting with an acknowledged ERISA fiduciary role and a participant education program that can include seminars or workshops and periodic written communications such as newsletters. The firm also discloses that some representatives are licensed insurance agents (a potential conflict noted in the brochure), offers hourly consulting engagements, and regularly uses sub‑advisers and third‑party managed programs for implementation.
Based on Sage Capital Advisors, LLC
Expertise
Based on Sage Capital Advisors, LLC
Location
990 Village Square Dr, Suite G 800
Tomball TX 77375
Advisors at this office
2
Advisors at this office
Travis V
Series 65
Tomball, TX
Sage Capital Advisors, LLC
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.
Diana B
Series 66
Tomball, TX
Sage Capital Advisors, LLC
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.
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