Our Company

It is relatively easy to evaluate the credentials of an organization. It’s much harder to gauge an organization’s culture. Sage has a distinctive culture. We set extremely high standards for ourselves, consistently placing clients’ needs above all else. We celebrate thinking outside the box, innovation, and an entrepreneurial approach. As individuals and as a firm, we have goals that extend beyond the economic rewards we receive for doing our jobs: we work in a satisfying and challenging environment and give back to our communities. It is this passionate commitment that is unique.

As a result, we are able to attract highly talented professionals—our most valuable assets. We consistently recruit talented professionals who bring a specialized skill or life experience to Sage, and approximately half of our staff have advanced educational degrees. We have also been fortunate to have no turnover of our senior management team since inception. The result: exceptionally strong client service teams that know their clients and portfolios extremely well.