In your search for an advisor, it is important to conduct some preliminary research to help guide your decision.
In addition to educating yourself on some of the basics of investing, however, it is just as important to spend time reflecting on your personal style and objectives:
What are you looking for in an advisor?
Are you looking to be an active participant in the process, or are you willing to provide the advisor with control? Are there certain beliefs you hold that need to be factored into your decision on whom to partner with?
As with any relationship, trust is at the forefront of the partnership you have with your financial advisor. After all, this person will have access to some of your most personal information.
Given that, it is important that you are comfortable with the style of your advisor. We feel it is imperative to hold initial meetings with all potential clients in order to present our investment views and find out more about what is important to them.
Be sure to ask questions about the investment philosophy of any potential advisor. Is his or her style more conservative or aggressive? In choosing an advisor that is right for you, make sure your objectives are aligned.
Sage Investment Group chooses to be a boutique-sized practice so we can spend more time with our clients, getting to know them and learning what drives them. We take into account not only your investment style, but also any other beliefs and values you may hold that may impact our recommendations. We feel this level of attention is what helps set us apart from other advisory firms.
Although past performance cannot guarantee future results, analyzing performance results is another important aspect of selecting a financial advisor. Be aware that there are many considerations in determining overall performance.
Professional Designations and Experience
Ask whether your advisor holds any specific designations and how long they have been in the business. Certifications represent advisor competence in a given area. Longevity in the business tells you they’ve been doing something right and have probably experienced an entire market cycle. Ten years is a good minimum.
At Sage Investment Group, we encourage you to do your homework in order to become a more knowledgeable investor. We feel it is important for you to ask the right questions in order to find the perfect advisor for your needs.
Schedule a Meeting or Presentation
To set up an initial interview for yourself, please e-mail us, complete and submit our contact form or call our office and we will arrange a convenient time.
There is no charge for this consultation. To schedule a presentation for you company, school or business, please call or e-mail us your information, including number of participants.
We are always available to address any questions or concerns,you may have, so please e-mail or call us at any time to learn more about what we feel separates us from the rest.
Sage Investment Group
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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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