HOW WE INVEST


We meet with our clients to discuss their goals and design a portfolio based on their needs.

We would classify ourselves as contrarian investors.

We favor dividend paying companies but will go anywhere that we think there is value.

We will consider stocks, bonds, etf’s, mutual funds, and any other investment that we feel will best fit our clients’ needs.

We custody assets with a third party like TD Ameritrade or Fidelity.

The only access we have to your money is a limited power to make trades and to take out our agreed upon fees.


CLIENT ASSETS


Each client has their own unique situation, so each account is customized based on their needs. If we like a particular investment, it will likely find its way into most client accounts, but the percentage allocated and dollar amount will be different. Many of our clients transfer existing assets. We work with our client's tax situation to determine how or if to unwind any positions.






 
© 2011 Sage Hill Capital