Sageworth takes a unique approach to investment management by managing assets strategically within the context of each family’s overall financial situation and objectives.
Sageworth employs a disciplined long-term investment strategy, but recognizes the need for active decision-making in a dynamic global environment. Instead of chasing trends, we avoid the noise of Wall Street and take a contrarian view on the market. We invest with purpose, seek common sense solutions and manage risks aggressively. We embrace our fiduciary responsibility and dedicate ourselves to careful execution and clear communication.
We provide comprehensive investment planning and management for our clients and their businesses, company retirement plans and private foundations, including:
- Unbiased, integrated investment advice
- Strategic asset allocation and analysis
- Investments with world-class investment managers
- Customized cash management
- Reporting and performance analysis