Sage Harbor Advisors, Inc.
Investment Management - Houston, Texas, United States
Sage Harbor Advisors, Inc. Employees
Sage Harbor Advisors, Inc. Details
Sage Harbor Advisors, Inc. ("SHA") was founded in 1997 to provide independent fee-based financial advisory services for high net worth individuals and families. SHA builds custom portfolios by allocating client capital among our four proprietary, risk-managed investment models. Our four models hold a combination of "no-load" institutional class mutual funds and exchange-traded funds. Each client's investment objectives are clarified and risk tolerance assessed, and then we craft a blend of our four models aligned with their personal values, targeted risk aversion and long-term investing goals. Our primary investment objective is actively managing downside risk, which we refer to as "drawdown". By avoiding the life-altering effects of major drawdowns, prudent long-term growth may become a reality over a multi-year horizon with the benefit of basic compounding.By consistently managing drawdown through our model blending process, clients can pursue personal interests feeling more secure about tomorrow, and not worrying about a down day on Wall Street.
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