About Sage

It is relatively easy to evaluate the credentials of an organization. It’s much harder to gauge an organization’s culture. Sage has a distinctive culture. We set extremely high standards for ourselves, consistently placing clients’ needs above all else. As individuals and as a firm, we have goals that extend beyond the economic rewards we receive for doing our jobs: we work in a satisfying and challenging environment and give back to our communities. It is this passionate commitment that is unique.

As a result, we are able to attract highly talented professionals. We consistently recruit talented professionals who bring a specialized skill or life experience to Sage, and the majority of our staff has advanced educational degrees. We are fortunate to have no senior management turnover since inception. The result: exceptionally strong client service teams with deep insight into, and knowledge of, their clients’ individual portfolios.