Asset Protection

Protecting Your Assets – How Much Risk Are You Really Taking? – A Risk In Sheep’s Clothing Part 1 When it comes to investment assets, everybody has their own definition of risk. The bottom line is that most people are just scared of losing their money–especially those...

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Retirement Portfolio Management

If you have an investment portfolio in mutual funds/stocks or an IRA, ask yourself the following questions: Do you feel you have met your investment goals? Do you have an Investment Policy Statement? Are your fees reasonable? Does your broker have YOUR best interests...

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Asset Accumulation

A thought on accumulation... If you’re retired, your goal should be asset preservation with the best returns possible - making income last as long as you live. If your 45, or 50 let’s say, you are likely in the "accumulation" stage. So many people over the years have...

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Sage Investment Group is an independent investment advisor and fee-based financial planning firm in Pasadena, CA. Sage Investment Group is a Registered Investment Advisor registered with the California Department of Business Oversight. The firm primarily conducts business with individuals and organizations domiciled in California. We have a legal fiduciary responsibility to provide advice that serves your interests before our own. Our firm offers fee-based investment management and insurance products to individuals, businesses, trusts, partnerships, not-for-profit organizations, and retirement plans.
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The Wealth Solution

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