Customized Solutions

At SageView, we strive to deliver institutional-quality investment solutions to our individual wealth clients by leveraging our 40+ year experience in designing investment portfolios for large corporations and governmental entities. SageView boasts a 20-person Investment Committee with dedicated asset allocation and manager research specialists. We employ a research-intensive investment approach that aims to deliver portfolios that are based in prevailing portfolio theory and can stand the test of time.

Our 10-member Asset Allocation Committee employs dynamic asset allocation where appropriate to identify and capitalize on market risks and opportunities, while our 16-member Manager Research Committee seeks to identify managers with deep bench strength and prudent and repeatable investment processes, qualities we believe are prerequisites for long-term outperformance.

With science and prudence serving as foundational principles for all client accounts, we build portfolios that are tailored to meet your individual needs. Our financial counselors will work with you to understand your goals and craft a financial plan that helps you pursue them. Every investment portfolio is designed as an extension of the financial planning process.

SageView offers a full spectrum of portfolio solutions that cater to a variety of investor objectives and preferences. For investors who like their portfolios to be simple and straightforward, we offer portfolios that invest in Exchange-Traded Funds (ETFs) and Mutual Funds. For tax-sensitive clients, we offer portfolios with individual securities and provide enhanced tax management services. We also offer clients the ability to screen out individual companies, industries, and sectors to accommodate their unique environmental, social, and governance (ESG) preferences.

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

Many investors today are interested not only in achieving competitive financial returns with their portfolios, but also in making a positive impact on society. There are various ways to measure what constitutes a positive societal impact. Some investors wish to increase exposure to companies that are committed to addressing climate risk, pollution, and waste, while other investors are focused on social and/or governance issues. There is no one-size-fits-all approach that works for all investors. We will work with you to understand your unique value set and align your investment portfolios around them.

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