Investment Selection

Sage selects investments based on an analysis of the investment’s unique characteristics and its potential to fill its role in an overall portfolio model. We employ a collaborative investment management process, which includes Sage’s Investment Division, Wealth Management Teams, and Partners. Sage’s highly-skilled and experienced professionals regularly identify, explore, and research investment opportunities. After they perform rigorous due diligence and analysis, they present their recommendations to Sage’s Investment Committee. The Investment Committee comprehensively evaluates the appropriateness of investment recommendations for Sage’s clients. If approved by the Investment Committee, the investment recommendations are integrated into robust asset allocation models, which are designed to achieve results based on a client’s risk/return profile. Sage’s investment recommendations are monitored on a regular basis, and portfolio asset allocations are modified based on market conditions and outlook.