Select Investment Advisory Group (SAG) offers investment advice tailored to each client's financial situation. SAG focuses on high net worth clients, including individuals, corporations, trusts, endowments, and societies. SAG works with clients to create an investment policy and portfolio based on their objectives and risk tolerance, primarily using a mix of equities and fixed income instruments. SAG communicates with clients regularly and provides monthly reports.
Assets Under Management$81M
Clients10
Advisors1
Avg. per Client$8.1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Select Investment Advisory Group (SAG) charges a percentage of your portfolio. SAG also manages client portfolios on a performance fee basis with a $1,000,000 household minimum. The annual fee is a percentage of realized and unrealized profits. The performance fee is negotiable.
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