SAGE INVESTMENT ADVISERS LLC

Overview

Sage Investment Advisers LLC is an independent RIA that manages portfolios primarily for individuals and families. The firm leans toward equity-oriented allocations, favoring exchange-traded equities and broad-market index exposure as a core building block of client strategies. Its practice combines portfolio management with financial planning and the selection of third-party advisers, which supports a mix of in-house and outsourced management where appropriate. Sage acts as a capital allocator: alongside ETFs and individual stocks it uses external alternative managers to gain hedge fund and real estate exposure. The firm does not position itself as an active ESG investor. Fee arrangements include percentage-of-AUM billing and hourly charges, indicating blended relationships that can suit both ongoing discretionary mandates and stand‑alone planning engagements.

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Location & Offices