SAGE INVESTMENT COUNSEL

Overview

Sage Investment Counsel is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and positions itself as a capital allocator serving primarily individual and family clients. Its fees can include a percentage of assets under management, fixed fees, and performance-based arrangements. Core advisory services cited on filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Sage does not identify as an active ESG investor and is not characterized as a multi-state adviser. The firm lists a law firm among its industry affiliations, and its business activities emphasize working with outside managers and advisers when appropriate rather than operating solely as an in-house manager.

Assets & Accounts

Public Holdings

Investments & Alternatives