Client Benefits

Client Benefits

Each client is assigned a team that consists of no less than two principals of the firm. If necessary, we will bring in our affiliate partners who have expertise in tax planning, estate planning and insurance needs analysis.

Unlike commission driven brokerage firms we are a fee only investment advisor.

Our relationships with institutional bond dealers and our partner’s extensive fixed income background enable us to construct individual bond portfolios for clients at the lowest possible cost.

Through our relationships we have access to top tier institutional products from the biggest money management firms.

As a member of the Fidelity Institutional Advisor program, we are able to provide clients with access to top ranked money managers.

RIA status enables us to get “load fees” waived on load funds (unlike full service brokerage firms).

Client Relationship Summary

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This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Sage Capital Management LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sage Capital Management LLC unless a client service agreement is in place.