Call, email, or contact us on our website to set up a conversation. The initial conversation can

be in person or by phone. We will simply listen to where you are and what your needs are and together see if Sage Investment Advisers LLC is right for you.

While we do not have an account minimum, we work best with accounts in excess of $250,000. We are happy to collaborate with clients with less than $250,000 in assets who are committed to building their net worth.

You do not need anything for our first conversation, although copies of your bank, brokerage, or 401K statements would be helpful.

At Sage we are focused on making it easy. Becoming a client consists of simply signing a few forms and our staff manages the entire conversion process. There are several crucial elements to your overall financial plan: retirement plans, investment strategy, estate planning, and more.

We listen and prioritize the elements that are important to your situation. Then we add to the plan as your time allows.

We do not charge commissions or any hidden fees. We simply are paid a transparent adviser fee disclosed in advance based on your assets. When our clients do better, we do better.

Charles Schwab is our custodian and manages all client assets for safekeeping. 

They are a best-in-class financial company with over 6 trillion in assets and over 28 million accounts. 

Sage Investment Advisers LLC never holds or takes possession of your money directly, and all assets remain in your name. Charles Schwab also oversees online access, statements, and tax recording.

Sage Investment Advisers LLC is proud to be a fiduciary that provides the highest standard of care. 

We are required to always act in the client’s best interests and never put our interests or

compensation ahead of what is best for the client. 

Banks and most large financial companies are not held to the “client best interest” standard but only the “suitability” standard. A much lowerstandard of accountability.

We invest conservatively, taking a long-term view and focusing on preserving our clients' hard-earned money while growing it responsibly without undue risk.

Our investment decisions are guided by your custom financial plan, which includes an understanding of your risk tolerance and tax situation. We are not day traders and will not trade on the latest “stock tips” or media rumors.

We believe in communication and have a CRM program that tracks our client interactions to

ensure regular contact. 

We periodically contact you with your preferred communication method, whether that be in person, by phone, email, or even text. In addition, Sage Investment Advisers LLC conducts an annual account review meeting to ensure your goals and expectations are being met.