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Customized Solutions

Investment Management

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.

Portfolio Solutions

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.

Sustainable Investing

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.


Thoroughly researched strategies managed by a diverse set of specialized institutional asset managers.


Index solutions applied to the same strategic allocation, in order to minimize costs and maximize tax efficiency.


Portfolios built around broadly defined risk factors that create opportunities to add value through different trading strategies.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Mutual funds and Exchange-Traded Funds are sold only by prospectus. Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact your financial professional at 800-814-8742 to obtain a prospectus, which should be read carefully before investing or sending money.

ESG investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. There is no guarantee that any investment goal will be met.