SageView Advisory Group
Overview
SageView Advisory Group is an independent registered investment advisory firm specializing in retirement plan consulting and wealth management services. Established in 1989, the firm offers comprehensive services to institutional clients, including 401(k), 403(b), 457, defined benefit, and deferred compensation plans. For individual clients, SageView provides wealth management and financial planning services. With over 270 employees and 34 offices nationwide, SageView has been recognized for its growth and leadership in the industry. In 2023, the firm acquired the Retirement Benefits Group, adding $5.2 billion in assets under advisement, and in 2022, it acquired Summit Financial Consultants, adding $321 million in assets under management. These strategic acquisitions have expanded SageView's capabilities and market presence. SageView's investment philosophy focuses on delivering customized solutions tailored to each client's unique needs, emphasizing fiduciary responsibility, transparency, and a commitment to acting in the best interests of clients. The firm's growth strategy includes both organic growth and strategic acquisitions, aiming to enhance its service offerings and expand its reach in the wealth management and retirement plan consulting sectors.
Portfolio Companies
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Frequently asked questions about SageView Advisory Group
What sectors does SageView Advisory Group invest in?
SageView Advisory Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Newport Beach, United States. SageView Advisory Group is listed as a institutional investor in the ConnectSafely investor database.
What stage does SageView Advisory Group invest at?
SageView Advisory Group backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does SageView Advisory Group invest in?
SageView Advisory Group invests across United States.
What companies has SageView Advisory Group invested in?
SageView Advisory Group's portfolio includes Retirement Benefits Group and Summit Financial Consultants.
How do I contact SageView Advisory Group?
SageView Advisory Group's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
