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 03/31/20. The fund's latest filing disclosed 530MM in positions, representing 33% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/20. The fund's latest filing disclosed 530MM in positions, representing 33% of the manager's regulatory AUM.
SAGE FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SAGE FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 42.56% | ETF | 20.42% | 0.25% | 1 | 5% | ||
| JPST | 11.12% | Financials | 2.26% | -0.31% | 1 | 2% | ||
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FEATURED IN
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.
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.
SAGE FINANCIAL GROUP Portfolio Concentration
SAGE FINANCIAL GROUP Location
FIVE TOWER BRIDGE
300 BARR HARBOR DRIVE, SUITE 200
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428
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: http://www.sagefinancial.com
Fax Number: 484-537-0550
Website: http://www.sagefinancial.com
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