Sagegrove Investment Advisory Group, LLC

Sagegrove Investment Advisory Group, LLC is a state-registered investment adviser that offers discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm presents itself as a fiduciary and emphasizes coordination with clients’ attorneys, accountants, and other professional advisors to implement integrated estate, tax, and philanthropic strategies.

The firm’s stated investment philosophy centers on stewardship and long-term, disciplined portfolio construction, using strategic asset allocation, diversification, tax-aware management, and optional ESG or values-based overlays. Sagegrove may incorporate third‑party model portfolios and analytics as inputs but retains full discretionary authority over security selection and relies on a custodian relationship with J.P. Morgan Private Bank for execution and reporting.

Notable distinctions disclosed in the brochure include an affiliated, separately licensed insurance agency through which the principal owner and other licensed producers receive commission-based compensation for insurance sales, a relationship the firm acknowledges as a conflict and says clients are not required to use. The firm also discloses the principal’s full-time employment at a non-investment grantmaking foundation (approximately 40 hours per week) and that it had no assets under management at the time of the filing—factors prospective institutional or pooled-vehicle clients may consider when assessing capacity and potential conflicts.