We are a Registered Investment Adviser (RIA) firm that is passionate about building long-term and meaningful relationships with its clients. Our primary business offering is investment management. We build our portfolios in-house and do not use third party managers. We stay current with the markets and continually monitor your account. Your financial success is our ultimate goal.
In building our portfolios, we research and select investments that are going to provide the greatest opportunity while also keeping costs at a minimum. Generally speaking, we prefer to put client assets in exchange-traded funds (ETFs) and individual security holdings for their low cost and tax efficiency.
We invest for the long term. We are not day traders. While markets have historically trended upwards over the long-term, there are bear markets and recessions from time to time. It is our job to help you navigate these uncertain times and make portfolio adjustments as needed based on your unique situation.
At Sage Mountain, our philosophy is that we make plans for the long term but focus more on short-term actionable goals. We believe that your run-of-the-mill financial plan that comes in a thick binder with numerous charts and graphs can quickly become outdated and is generally “information overload” for the average client.
We believe it is important to maintain frequent contact with you throughout the year to monitor goals, make adjustments as needed, and get you where you want to be. We tackle the here and now, providing you with all the necessary data and analysis to help you make the right decisions.