A complete list of active advisors currently associated with Sage Investment Advisers LLC

Warmer can help you find a great advisor at Sage Investment Advisers LLC or one who fits your needs even better.

Sage Investment Advisers LLC provides discretionary investment management and financial planning to individuals, high net worth individuals, families, trusts, and estates, managing approximately $268.4 million for about 307 clients with a three-advisor team. Its services include portfolio construction and ongoing supervision, retirement-account advice, and coordination with independent managers when appropriate. The firm’s investment approach is primarily long-term and customized to each client’s goals and risk tolerance, using fundamental and technical analysis and regular monitoring with at least annual formal reviews. Sage typically implements portfolios internally using ETFs and individual bonds, but may reallocate holdings, harvest gains or losses, or engage independent managers based on client needs and market conditions. Sage’s brochure highlights that it sponsors a wrap-fee program (see Appendix 1) that bundles Covered Costs — including certain transaction, custody, and administrative fees — into its asset‑based advisory fee, and discusses the potential cost and trading incentives associated with that structure. The firm also discloses an institutional relationship with Schwab Advisor Services and the use of third‑party research and platform resources in its due diligence, features the brochure emphasizes that set it apart from many peers.

To learn more about the advisors currently working at Sage Investment Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.