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SAGE INVESTMENT MANAGEMENT
SAGE Investment Management is a leading financial firm that provides comprehensive investment management services to its clients. With a team of experienced and knowledgeable advisors, SAGE helps clients navigate their financial goals and achieve long-term success. Through its personalized approach and deep understanding of the financial market, SAGE delivers top-notch services to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment management services tailored to client’s needs.
- Uses a holistic approach to financial planning to help clients achieve their goals.
- Utilizes in-depth knowledge and expertise in the financial market to deliver successful results.
- Provides ongoing support and guidance to clients to ensure long-term success.
Facts and Insights
As a well-established financial firm, SAGE has a proven track record of delivering successful investment results to its clients. Here are some key facts and insights about SAGE:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 15+ years |
Financial Services Offered
SAGE Investment Management offers a wide range of financial services to its clients. These include:
- Investment management
- Financial planning
- Wealth management
- Estate planning
- Tax planning
- Retirement planning
Client Types
SAGE caters to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm has a deep understanding of the unique financial needs and goals of each client type and tailors its services accordingly.
Fees & Compensation
The fee structure at SAGE Investment Management is transparent and straightforward. The firm charges a percentage of assets under management as its fee. This incentivizes the advisors to work in the best interest of the clients, as their compensation is tied to the performance of the client’s investments.
Background
SAGE Investment Management was founded in 2005 by John Smith, a financial expert with over 20 years of experience in the industry. Over the years, the firm has expanded its team and services, establishing itself as a trusted and reliable partner for clients seeking expert financial guidance and management.
Financial Advisor Disclosures to Know
As a SEC-registered investment advisory firm, SAGE Investment Management is required to disclose certain information to its clients. These disclosures can be found on the firm’s Form ADV, which includes details about fees, services, and any potential conflicts of interest.