Sage 360 Advisors LLC

Overview

Sage 360 Advisors LLC is a small, owner-operated investment advisory firm that focuses on serving individual and family clients, as well as small businesses and institutional business accounts. The firm acts as a capital allocator and provides portfolio management and third-party manager selection rather than acting primarily as a discretionary manager; its filings show the firm’s assets are held as non-discretionary. Investment activity centers on public mutual funds and pooled vehicles as the primary building blocks of client portfolios, with deliberate use of external managers for alternative exposures. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suits a mix of ongoing advisory relationships and project-based or advisory-only work. The firm is not identified as an active ESG investor on its filings. Sage 360 Advisors also lists an industry affiliation with a law firm, which can shape the firm’s approach to trust, estate and tax-aware advice.

Assets & Accounts

Investments & Alternatives

Location & Offices