Customized Solutions

SageView employs a rigorous, practical, and process-driven approach to investment management and portfolio construction. Our 16-person research committee is continually evaluating global opportunities within equity, debt, and alternative asset classes.

We aim to research and understand risks during various market and economic environments and how the portfolios may react in those environments. Our Asset Allocation Committee structures portfolios with a longer time period to conform to financial market and economic cycles, which are multi-year in nature and tend to produce average results that frequently differ substantially from consecutive period-to-period returns. We cast a wide net when constructing portfolios to take advantage of the broadest investment opportunity set possible. The result is a portfolio designed to deliver favorable risk-adjusted returns over longer time horizons with a focus on achieving a targeted rate of volatility.

SageView offers a full spectrum of portfolio solutions that cater to a variety of investor objectives and preferences, including Active, Passive, and Factor portfolios. Each of the three primary investment strategies is offered on the Fidelity and Schwab custodial platforms, and variations of most solutions are offered to ensure that trading costs are minimized for different account sizes.

^{All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.}