Sage Investment Counsel

Jackson Calvin is a financial advisor at Sage Investment Counsel with five years of industry experience. He holds a Series 65 credential and has worked at Sage Investment Counsel since 2020. Outside of his advisory role, he is a member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers discretionary and non-discretionary management, third-party monitoring, and consulting services, including a negotiated performance-fee program for qualified portfolios.

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

John Denney is a financial advisor with Sage Investment Counsel in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked for Wiley Bros. Aintree Capital, LLC for 30 years. Outside of advisory work, he is a member of MBA Trailhead LLC, a vacation rental business. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

William Calvin is a financial advisor at Sage Investment Counsel with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been co-owner of MABRY-CALVIN, LLC, an investment consulting and performance measurement firm, since 1989. He has also worked at Wiley Bros. Aintree Capital, LLC since 1990. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.