Three Reasons to Choose Sage

1. Dedication to Client Service and Satisfaction: At Sage, you will work closely with a highly skilled team of professionals selected to meet your specific needs, including at least one of our partners and one of our seasoned financial consultants. After ascertaining your needs and preferences, we develop a personalized asset allocation and investment strategy plan. We also work with your other advisors on planning for estates, taxes, insurance and other issues, then coordinate the various strategies to ensure proper handling of all details. Most importantly, the advice we provide you is objective and aligned with your interests.

2. Disciplined and Proven Investment Strategy: We have successfully managed portfolios in both good and bad investment environments, thanks to our expertise in a diverse array of cash, bonds, equities, and alternative investment asset classes and understanding of long term strategic planning. Alternative investments, such as private real estate, private equity and hedge funds, to name a few, help reduce portfolio risk and provide the potential for enhanced returns.

3. Credibility: Our clients and the national media appreciate and recognize our dedication to professionalism. In 2005, Bloomberg Wealth Manager Magazine named Sage Financial Group one of the Top 250 Wealth Managers in the United States. Charles Schwab International ranked Sage as one of America's 25 best managed financial advisor firms in 2005. And in 2006, Financial Advisor magazine ranked Sage ninth among the fastest growing advisors based on percent change in assets under management.