Sage Path Solutions

Overview

Sage Path Solutions is an independent Registered Investment Adviser structured as a limited liability company that serves individual and family clients, with additional work for small businesses. Its advisory mix centers on financial planning and portfolio management delivered on a fee basis (percentage of AUM) and by hourly engagement for planning work. The firm reports a clear preference for pooled public funds as the core vehicle for client portfolios, while using third‑party managers to access real estate alternatives. It is not an active ESG investor, does not operate as a capital allocator, and does not provide pension consultant services. Investment positioning appears conservative and implementation‑oriented: core exposure is placed in mutual funds and other public pooled vehicles to achieve diversified equity and fixed income allocations, while selective allocations to real estate are used to add income and diversification that complement the mutual‑fund sleeve. Custodial and execution relationships support a single‑custodian platform approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices