SageInvest,Inc.

"A Vision of Financial Security"

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SageInvest is a registered private investment advisor which manages
investment portfolios for over 40 families.  We have been in business since
1993.  Our investment philosophy comes from Warren Buffett
who is called the Sage of Omaha and who is considered by many the world's greatest investor.  We buy the stocks of great companies for the long term.  We are buy and hold investors; therefore, we do not trade in stocks. We are registered as an investment advisor in four states: NJ, NY, PA and VA.

 

Our Mission:

 

To help you achieve financial security by delivering superior investment returns on you assets.

Our Business Principles

We commit to:

 

o Earn your Trust through adherence to the highest ethical standards.

o Put Your Interests First.

o Listen Attentively to meet your specific needs.

o Render Quality Service by courteously serving you in a timely manner.

o Report Accurately & Honestly the investment performance of your portfolio.

o Apply our investment philosophy with a Consistent Discipline. Specifically, we will buy great businesses at the right price.