Jan Ozenbaugh's Contact Details

Jan Ozenbaugh's Company Details

Sage Capital Advisors LLC

San Diego, CA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Sage Capital Advisors, LLC provides a full range of investment and wealth management services, applying customized strategies to manage risk and grow wealth responsibly. Our flexible approach makes it possible to advise and manage assets according to your individual situation and goals. Since establishing Sage as a privately-owned money management firm in 2005, we have been tested in extreme environments, often delivering strong results in both bull and bear markets. We are headquartered in San Diego, California. The Sage Capital Advantage• Work solely for the client – No conflict of interest associated with brokerage relationships.• Fact-based investment philosophy - Driven by an understanding of the total financial picture, proven process, and sound principals and ethics.• Offer advice, not transactions – No commissions for trades ever.• Trusted asset custodians – Majority of assets held by Fidelity Investments, one of the world's largest and most trusted financial services companies. Another custodian includes Charles Schwab and various independent qualified custodians.• Multi-faceted – Skilled and qualified to handle multiple aspects of wealth management.To learn more, please visit http://www.sage-cap.com--Sage Capital Advisors, LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sage Capital Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sage Capital Advisors, LLC unless a client service agreement is in place.