SAGEGROVE INVESTMENT ADVISORY GROUP, LLC

Overview

Sagegrove Investment Advisory Group, LLC is a small, fee-based advisory and insurance brokerage organized as a limited liability company. The firm provides financial planning and portfolio management services targeted to individuals and small businesses, and it combines advisory work with insurance distribution. Sagegrove uses both percentage-of-AUM and fixed-fee billing, and it describes itself as an active ESG investor—meaning environmental, social and governance considerations are part of its investment screening and portfolio construction. The firm is not set up as a capital allocator or pension consultant; instead it appears to rely on third‑party managers and traditional advisory services rather than running in‑house pooled funds. Sagegrove’s manager allocation interest includes growth-focused and real-asset strategies. It works with external alternative managers, notably in venture capital and commodities, while supplementing those allocations with public-market instruments and insurance solutions adapted to clients’ goals and risk tolerance.

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Location & Offices