OUR TEAM | Sage Capital Advisors, LLC
We are an independent, fiduciary, and fee-only firm that helps our clients meet their financial goals while treating them with integrity and managing their assets as we would our own. Our mission is to help you make wise financial decisions and work toward your long-term goals, combining our experience in financial planning with our disciplined and research-based approach to investing. As an independent wealth management firm, we provide consultative financial planning and disciplined investment management, both of which are custom designed to match the unique needs of each client. If you’re ready to define your goals, commit to a proven process, and work with a team you can trust, we invite you to learn more about our team and the services we offer.
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THE PROCESS | sagecap
THE PROCESS | DISCOVER | RECOMMEND | IMplement | MONITOR | LEARN MORE ABOUT OUR SOLUTIONS FOR:
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Market Recap, Portfolio Analysis, And Review
By Matt Johnson, CFA® and Andy Nugent, CFA® The first quarter continued in a positive direction as we continue to head toward some sort of normalcy and put 2020 in the rearview mirror. While most areas still require masks and restrict the number of people allowed in sporting events and restaurants, slowly but surely those limitations are being relaxed. The vaccines continue to be widely distributed, with all adults becoming eligible in just a few more days. The second round of stimulus checks we
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The Fourth Quarter of 2020 Market Recap: Portfolio Analysis and Review
By Matt Johnson, CFA® and Andy Nugent, CFA® The 4th quarter marked the end of a tumultuous year and showed that people are gaining hope for the future. Although we have seen a recent spike in Covid-19 cases, the vaccines from Pfizer and Moderna are getting distributed (although not at the pace that we expected), and there is hope of turning back to normalcy in the coming year. Although we will not be completely back to normal for some time, it seems as though we are on the back half of the pande
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Case Study: How We Helped A Client Pay Off Debt And Retire Early
By Diana Blair The Client When we first started Sage Capital Advisors, we had the opportunity to meet with a small construction business owner and his wife who were referred to us by an attorney. The wife wanted to retire within a year and they were uncertain if this was possible. We spent time and interviewed the couple to discover their financial and retirement goals, determining what was important to them during retirement and for their estate. After several meetings, we were able to determin
Where is Sage Capital Advisors LLC located?
The company Sage Capital Advisors LLC is located in San Diego, California, United States. It's worth noting that the company may has more corporate locations
How many employees does Sage Capital Advisors LLC approximately have?
As of the latest available information Sage Capital Advisors LLC has around 1-10 employees worldwide.
When was Sage Capital Advisors LLC founded?
Sage Capital Advisors LLC was founded in 2005
In which industries does Sage Capital Advisors LLC mainly work?
The company Sage Capital Advisors LLC has it's main focus in the industries of Finance and Insurance
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