Sagewood Investment Advisors offers consulting and financial planning services predicated on extensive experience and credentials gained by many years in corporate trust management and public fund management as noted in the “Biography” section of our website.  Utilizing this experience and our creative problem solving skills, we bring innovative solutions to bear on the issues confronting clients as they approach the uncertainty of this volatile capital market.  We offer the following services to clients in two different tiers of the investment community:

Institutional Investor Consulting – Plan Sponsors, Endowments, Foundations, Non-Profit Associations

Financial Planning – Individuals, Families

Disclosure

Sagewood Investment Advisors was established to provide consulting and financial planning services.  We do not market or sell securities or insurance products, nor do we make referrals for other RIAs on a commission compensated basis.  We may suggest certain investments relative to a recommended asset allocation strategy, but such suggestions will be offered without any specific causation for compensation.  Our work is unbiased with respect to vendors and service providers and free of any conflicts of interests, perceived or otherwise.

Sagewood Investment Advisors has adopted and fully embraced the Code of Ethics and Standards of Professional Conduct of the CFA Institute.  Under these standards, we treat our clients with the highest of fundamental values of integrity and ethical conduct.