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MISSION
Our mission is to provide quality investment advice without conflicts
of interest to our clients while matching client expectations with the
appropriate risk and return investment strategy.
INVESTMENT MANAGEMENT
Sage Investment Management offer portfolio
management based on fundamental asset allocation models while focusing
on after tax total return maximization. The minimum account size is
$200,000 in order to utilize professional portfolio management. First,
we analyze your overall financial situation (investment objectives,
time horizon and risk tolerance), then recommend and implement an investment
strategy.
The investment strategy will focus on asset allocation principles to determine
the appropriate risk and return balance among stocks, bonds and short-term
instruments.
MANAGING YOUR PORTFOLIO ON AN ONGOING BASIS
With ongoing management you will benefit from having professionals make the
tough buy and sell decisions, so you don't have to. We will, on an ongoing
basis, monitor the individual securities and mutual fund holdings in
your account. We will also assess market and economic conditions while
looking for investment opportunities for your portfolio. Investment
decisions will be made by using fundamental research and analysis, and
always with your specific situation at the forefront.
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