Sage Investment Group

Overview

Sage Investment Group is a California-based limited liability company operating as a combined insurance broker and financial adviser. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. Ownership is held by an individual principal and the firm charges clients via a mix of percentage-of-AUM fees, hourly fees, and commissions. Sage is not positioned as an ESG-focused or multi-state adviser in the available data. Its activity mix blends traditional advisory services with insurance distribution, which suggests client solutions that combine investment management with insurance and annuity products.

Assets & Accounts

Investments & Alternatives

Location & Offices