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SageView Advisory Group, LLC

Filed under: 401k Plan Consultant, Advisory Firm

Company info:

RIA department info:

Etcetera:

  • 72 FTEs
  • Founded in 1989

Q&A:

What is the service or product you offer to RIAs?

SageView Advisory Group is a Registered Investment Advisory firm servicing the Plan Sponsors across the United States. Our services include: Investment Consulting, Fiduciary Training, Plan Design, Compliance Consulting, Actuarial Consulting, Executive Benefits and Wealth Management.

How do you differentiate your offering from competitors?

SageView has a local presence with national resources, a dedicated in-house 21-member investment team, in addition to proprietary tools and resources.

What else would you like to say about your business?

• SageView has a more than 25-year history working with fiduciaries and individual investors. • Our history gives us a long-term view on investment managers and providers through multiple market cycles. • SageView’s investment oversight committee provides an extra layer of due diligence for clients. • We have no product or investment affiliations which mean we are not beholden to any provider. We can utilize the best in class solutions for our clients. • Our national presence and client base enables SageView to negotiate optimal pricing and services.

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