Sage Hill Capital

Sage Hill Capital manages customized investment portfolios and provides financial planning and consulting services for individuals and high net worth clients. The firm builds portfolios using individual stocks, mutual funds, exchange-traded funds, and bonds tailored to each client's specific financial goals, tax situations, and risk tolerance without relying on generic models. In addition to ongoing portfolio management and quarterly reviews, Sage Hill Capital includes comprehensive financial planning—covering retirement income strategies, cash flow analysis, estate planning, and tax minimization—at no extra cost for clients who use its portfolio management services. The firm operates as a registered investment advisor and requires clients to hold their assets with Charles Schwab & Co., Inc. while maintaining discretionary authority to trade on their behalf.