A complete list of active advisors currently associated with Sagevest Financial Advisors, LLC

Warmer can help you find a great advisor at Sagevest Financial Advisors, LLC or one who fits your needs even better.

Sagevest provides discretionary investment management and related wealth management services to individuals—with an emphasis on high-net-worth clients—and to corporate pension and profit-sharing plans. The firm’s services include asset allocation, selection and implementation of investments, ongoing monitoring, and periodic reporting using custodial statements and optional quarterly performance reports. The firm follows a long-term investment philosophy that emphasizes diversification across asset classes, investment styles, market capitalizations, sectors, and regions, and typically implements portfolios with no-load mutual funds, index funds, and exchange-traded funds. Sagevest manages accounts on a discretionary basis, tailoring asset allocation to each client’s risk tolerance and circumstances and conducting at least annual reviews (more frequently as needed). Noteworthy aspects include the firm’s small scale—roughly $61.5 million in discretionary assets under management and a limited client base—and that the firm’s principal is separately licensed to sell insurance and may receive commissions on insurance products, a potential conflict disclosed in the brochure despite the firm’s fee-only investment management business. The firm also notes occasional use of private and public REITs and private funds in client portfolios, and it does not accept proxy-voting authority, leaving voting decisions with clients.

To learn more about the advisors currently working at Sagevest Financial Advisors, 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.