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 a leading wealth management firm. We were proud of the honor but did not feel it was appropriate to share at that time.
Recently we found out that we have also been recognized as one of the top 300 Registered Investment Advisors by The Financial Times.
The state of the world is still unsettled, but we are finding our footing. We want to share these honors with you now because they are a testament to the hard work and dedication of the entire Sage organization, and they reflect the ongoing trust and confidence our clients and friends place in us. For both, we are incredibly grateful and humbled, especially during these difficult times.
While we are honored by these recognitions, our number one priority, and what we are most proud of, is our clients’ satisfaction. Every day, Sage is committed to providing our clients with peace of mind about their financial lives and their ability to achieve their financial goals.
As always, if at any time there is anything you would like to speak to us about, or if we can be of help to someone you know, please feel free to contact us directly.
Sage Financial Group has a long track record of citations and accolades. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that s/he will experience a certain level of results if Sage is engaged, or continues to be engaged, to provide investment advisory services. Nor should it be construed as a current or past endorsement of Sage by any of its clients. Rankings published by magazines and others generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. For more specific information about any of these rankings, please click here or contact us directly.
Barron’s Magazine: 2020 Top 1,200 Financial Advisors
Barron’s state-by-state ranking of the top financial advisors in the United States. Factors included in the rankings are assets under management, revenues generated by advisors for their firms, and philanthropic work. Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. Investment performance isn’t explicitly a criterion, because the advisors pursue a wide range of investment goals for their clients. A total of 1,200 advisors were ranked based on data provided by over 4,000 advisors across the nation. In the final list, advisors are ranked by state. The number of advisors included for each state was based on population. Sage Financial Group did not pay to participate in this ranking. To see the list, please click here.
The Financial Times: 2020Top 300 Registered Investment Advisers
The 2020 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research, and 300 RIA firms were ranked based on data submitted by some 760 qualified RIA firms across the nation. As identified by the FT, the listing reflects each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. For more information about the ranking, please click here.