Montrose, CO Office

Sage Financial Group serves individuals, pension and profit‑sharing plans, business entities, trusts, and private fund investors, offering discretionary and non‑discretionary investment management and financial planning. The firm also provides family office services — including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors — as part of its standard advisory engagement.

The firm’s investment work is grounded in fundamental analysis and a long‑term purchase orientation, typically implemented through mutual funds, ETFs, exchange‑traded notes and, where appropriate, allocations to unaffiliated independent managers and defensive cash positions. Sage implements client mandates with discretionary authority when authorized, provides regular reporting (including third‑party aggregation tools), and will research ESG strategies on request while monitoring portfolios for rebalancing and risk management.

What distinguishes Sage from many peers is its role as adviser to affiliated private pooled real‑estate funds — including a Qualified Opportunity Fund and several Sage Real Estate Funds — and the related use of performance‑based compensation (carried interest) for those funds, a structure the firm discloses along with client qualification and conflict‑mitigation procedures. The firm also partners with a law firm for estate‑planning work within its family office services and accepts pooled‑vehicle clients and portfolio management for pooled vehicles, activities that are relatively uncommon among similar multi‑team advisers.