SAGE FINANCIAL GROUP Overview

Sage Financial Group Inc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 17 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 308MM in positions, representing 19% of the manager's regulatory AUM.

SAGE FINANCIAL GROUP StockAlpha

-0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SAGE FINANCIAL GROUP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHX 58.77% ETF 4.15% 0.05% 6 3%
VTV 7.6% ETF 7.63% 0.27% 0 2%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SAGE FINANCIAL GROUP Founders and Key Employees

Name Title In Position Since
Alan J. Cohn Co-President, Cfo, Cio, Director October-1991
Stephen L. Cohn Co-President, Coo, Director October-1991
John J. Sion Chief Compliance Officer, Partner January-2007
Mitchell E. Bednoff Partner August-2010

SAGE FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

SAGE FINANCIAL GROUP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)




12
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s).


B. The Registrant’s methods of analysis and investment strategies do not present any significant or unusual risks.
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SAGE FINANCIAL GROUP Portfolio Concentration

SAGE FINANCIAL GROUP Location

FIVE TOWER BRIDGE
300 BARR HARBOR DRIVE, SUITE 200
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

SAGE FINANCIAL GROUP Contact Information

Phone Number: 484-342-4400
Fax Number: 484-537-0550
Website:

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