In the early stages of the pandemic, our top priorities were the health and safety of our community, including family, colleagues, and clients. Additionally, we were deeply focused on our ongoing responsibility and attention to managing the business and our clients’ portfolios. During that time we learned that Sage had been recognized by Barron’s as | Read More +
Category: Press
Sage Recognized By Barron’s and The Philadelphia Business Journal
We are proud to share with you the news that Sage has once again been recognized as a leading wealth management firm by both Barron’s and the Philadelphia Business Journal. While we are honored by these recognitions, our number one priority, and what we are most proud of, is our clients’ satisfaction, which is reflected by our 98% | Read More +
Co-President Stephen Cohn on recent market volatility
The Philadelphia Business Journal reached out to Sage on Friday, February 9 for insight on how investors should react during the market down swing. Co-President Stephen Cohn said that one of the worst mistakes investors can make is acting impulsively during a down swing in the market. “You don’t want to make changes for the | Read More +
Sage Named To Financial Times’ Top 300 RIAs List
We are pleased to announce that Sage Financial Group has once again been recognized as a top 300 Registered Investment Adivser in the 2017 Financial Times report. This is a ranking of the top 300 registered investment advisers in the United States according to a comprehensive set of metrics developed by the Financial Times. The list is | Read More +
