Our Services
We are an independent Registered Investment Adviser (RIA) firm whose primary business offering is investment management alongside financial planning. As a fiduciary, we do our best to always put a client’s interests ahead of our own.
Being commission-free means we are not compensated additionally for selecting one investment over another. We have no products to sell. Our fee is based on a percentage of the assets we manage, so our only incentive is to select investments that will help your account grow over time.
Investment
Management
In building our portfolios, we research and select investments that are going to provide the greatest opportunity for return while also keeping cost at a minimum. We build our portfolios in-house and do not use third party managers.
Being independent means we are not held to any limited set of investment options nor are we beholden to any brokerage firm or investment company. Generally speaking, we prefer to place client assets in exchange-traded funds (ETFs) and individual security holdings where appropriate based on account size.
We invest for the long term. We stay current with the market and continually monitor your account. It is our job to help you navigate times of uncertainty and make portfolio adjustments as needed based on your unique situation.
Financial
Planning
The idea of financial planning is critical to what we do. Before we can manage your investments, we need to understand the whole picture and figure out how we can best serve your needs.
At Sage Mountain, our philosophy is that we make plans for the long term while also working on short-term actionable goals today. Within our first set of meetings, our objective is to get to know you, making sure we have a clear understanding of your financial goals, challenges and needs.
Every person and situation is different, and so we provide each of our clients with the financial analysis and planning that best suits them. 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.