A complete list of active advisors currently associated with SAGE Portfolio Management LLC

Warmer can help you find a great advisor at SAGE Portfolio Management LLC or one who fits your needs even better.

Sage Portfolio Management LLC provides investment management and integrated family financial planning primarily for individual and high‑net‑worth clients, offering services that include portfolio construction, plan preparation, and solicitation of advisory services. The firm also advises on allocations within variable annuities and employer‑sponsored retirement plans and may recommend independent money managers to implement portions of client portfolios. The firm’s process begins with a financial‑planning review to establish goals, risk tolerance, tax and estate considerations, which then frames asset allocation and manager selection. It operates principally on a non‑discretionary basis—clients retain trading authority—and monitors accounts and manager performance through regular reviews and reporting while using major custodians for execution and custody. Relative to peers, SPM is notable for its formal affiliations with other advisory/registered representatives and for reporting virtually all assets as non‑discretionary, a combination that is uncommon among independent advisers. The firm is a solo practice with a small client base and modest AUM, offers independent money‑manager programs (including a relationship with Brinker Capital), and holds insurance licensing that may lead to commissionable product recommendations, a potential conflict disclosed in its brochure.

To learn more about the advisors currently working at SAGE Portfolio Management 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.