To guide our clients to their unique financial goals while maintaining "best in class" client service.


We are fiduciaries and are required to act in the best interest of our clients. Broker-dealers are not fiduciaries.

We do not sell any products; we do not receive any commissions, trailers, or other sales related compensation. We are strictly a fee-only advisor.

We own the business. There is no outside pressure or home office telling us to do this or sell that. Our recommendations are based solely on their investment merit.

We take time to learn about our clients and their needs and then design a custom portfolio to suit them.

We do not use a one-size-fits-all model portfolio strategy.

We provide comprehensive investment advice, and portfolio management services.

© 2011 Sage Hill Capital