Investment Manager Selection

Sage utilizes both active and passive investment strategies. Where active management is desirable, we conduct a rigorous and continuous due diligence process to identify superior money managers. One of the biggest mistakes investors make is to stop the due diligence process once capital has been allocated to an investment professional. Firms and people change, and we want to be on top of these changes and their impact on your portfolio. Our research team conducts an ongoing quantitative process, collecting and analyzing data from our managers monthly.