A complete list of active advisors currently associated with Sage Investment Counsel

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

Sage Investment Counsel provides ongoing portfolio management, annual financial planning, and retirement-plan consulting to individuals (including high‑net‑worth clients), trusts, businesses, and plan sponsors. Like many team advisers, it charges asset‑based fees for managed accounts and performs both discretionary and non‑discretionary management while offering performance measurement and monitoring of “held‑away” accounts. The firm typically pursues a long‑term, concentrated equity approach—often holding a relatively small number of positions—while also using mutual funds, ETFs, and cash as portfolio building blocks. Sage discloses the use of more advanced techniques when appropriate, including options strategies and margin borrowing, and it conducts continuous account monitoring with periodic formal client reviews. Sage’s offerings that are less common among peers include its negotiated performance‑based “MAGI” program for concentrated portfolios (fee structured as a share of account performance with negotiated hurdles and a cap) and its explicit acceptance of derivatives and borrowing in client accounts. The firm also provides ERISA‑oriented SIMPLE IRA consulting and a formal performance‑measurement service for client assets, features that differentiate it from many similarly sized team advisers.

To learn more about the advisors currently working at Sage Investment Counsel, 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.