Question 1

What is Sage Hill Capital?

Accepted Answer

Sage Hill Capital is an SEC-registered investment advisor based in Ann Arbor, Michigan. They are an independent boutique investment manager that provides comprehensive investment advice and portfolio management services.

Question 2

How is Sage Hill Capital different from a broker-dealer?

Accepted Answer

Sage Hill Capital is a fiduciary, which means they are required to act in the best interest of their clients. Broker-dealers are not fiduciaries. Sage Hill Capital does not sell any products, receive commissions, or engage in any sales-related compensation. They are a strictly fee-only advisor.

Question 3

What is Sage Hill Capital's mission?

Accepted Answer

Sage Hill Capital's mission is to serve their clients in a consistent manner, delivering world-class customer service in a personal and transparent way, and helping their clients reach their financial goals through an unbiased asset allocation process.

Question 4

How does Sage Hill Capital customize its investment recommendations?

Accepted Answer

Sage Hill Capital takes the time to learn about each client and their unique needs. They then design a custom portfolio to suit the client, rather than using a one-size-fits-all model portfolio strategy.

Question 5

Who are the key members of the Sage Hill Capital team?

Accepted Answer

The key members of the Sage Hill Capital team include Dave Roberts, who is a former member of the US National Hockey Team and All-American hockey player, and Chris Fragner. Both Dave and Chris hold various financial designations and have prior experience in the financial industry.

Sage Hill Capital

Company Overview

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About Sage Hill Capital

Frequently Asked Questions about Sage Hill Capital

What is Sage Hill Capital?

How is Sage Hill Capital different from a broker-dealer?

What is Sage Hill Capital's mission?

How does Sage Hill Capital customize its investment recommendations?

Who are the key members of the Sage Hill Capital team?

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