SAGEVEST FINANCIAL ADVISORS, LLC

Overview

Sagevest Financial Advisors is a small, client-focused RIA and insurance broker that concentrates on portfolio management for individuals and small businesses. The firm runs a fee model that mixes a percentage of assets under management with fixed fees. Its client base is primarily individual and family households rather than institutional or pension clients. Sagevest does not position itself as an ESG-focused manager and is not structured as a multi-state adviser or capital allocator. Investment activity is centered on actively managed portfolios for a concentrated group of clients. The firm’s approach favors pooled and privately managed vehicles over broad public equity exposure, and it supplements core allocations with mutual funds and other packaged products. As an insurance broker the firm also integrates insurance solutions where appropriate into client plans.

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Investments & Alternatives

Location & Offices