Sageworth
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Investment Advisors

In a complex environment characterized by information overload, Sageworth adheres to six key investment principles that add significant value over time.

At Sageworth, we strategically manage assets within the context of each family’s overall financial situation and objectives. We invest with purpose, seek common sense solutions, and proactively manage risks. We embrace our fiduciary responsibility and dedicate ourselves to thoughtful execution and clear communication.

 ALIGNMENT OF INTERESTS Sageworth is structured to foster trust, transparency, and shared objectives to ensure your family’s best interests are prioritized in every decision. Clarity of Purpose CLARITY OF PURPOSE By understanding your goals, values, and objectives, we ensure your wealth is managed to achieve your family’s greater purpose across generations. DISCIPLINED LONG-TERM STRATEGY An investment portfolio carefully constructed for the long term will persist through short-term fluctuations, benefit from compounding returns, and resist irrational human behavior. COMPREHENSIVE RISK MANAGEMENT Managing risks is the key to long-term investment success. VALUE-BASED INVESTMENT PROCESS Investors should be rewarded for the risks they take. This is achieved by understanding the fair value of their investments, insisting on a margin of safety, being committed to diversification, and having a patient and disciplined investment process. CUSTOM PORTFOLIO CONSTRUCTION We construct portfolios that are tailored to each family’s financial goals, risk tolerance, and values while minimizing costs and taxes.

Sageworth’s comprehensive investment planning & management services include:

  1. Unbiased, comprehensive investment advice
  2. Strategic asset allocation and risk management
  3. Asset management and research
  4. Consolidated reporting and performance analysis