Investment Performance History

Thank you for your interest in learning more about Sage’s Investment Performance History. Based upon our understanding of current regulatory and compliance guidelines, we can only share Sage’s investment performance history on a one-on-one basis.

Sage’s services are best suited for investors with portfolios of $1 million or more. To learn more about Sage’s advisory services or to obtain a copy of our investment performance history, please contact Stephen Cohn at 484-342-4400 or