Sage Hill Capital

Sage Hill Capital advises individual and high-net-worth clients through discretionary portfolio management and investment supervisory services, and provides financial planning and consulting only to those engaging its portfolio management services at no additional charge. The firm also offers estate and retirement planning analysis and occasional limited consulting on isolated topics as part of its client service package.

The firm builds customized, non-model portfolios using individual stocks, mutual funds, ETFs and individual bonds, determining allocations from client-specific factors such as goals, risk tolerance, liquidity needs and any investment restrictions, and reviews accounts at least quarterly. Research combines publicly available sources, third‑party research and direct engagement with fund managers and company visits, and the firm may favor holding individual bonds to maturity to limit trading costs.

Distinctive features include a small advisory team managing roughly $214 million across about 79 client relationships, and an expressed preference for clients who have or are likely to have $1 million in investable assets, which results in relatively high AUM per advisor. The firm also provides atypical services—such as assistance negotiating endorsements or marketing contracts for professional athletes—and requires clients to custody assets at Schwab while participating in Schwab’s institutional program, a relationship that provides benefits to the firm and can create potential conflicts of interest.