Sagewater Wealth Management LLC

Sagewater Wealth Management LLC provides discretionary portfolio management through separately managed accounts to individuals, high‑net‑worth clients, retirement accounts, trusts, and small businesses. The firm manages a small client base and offers two primary investment strategies focused on growth and income, operating with custodial and trading services provided through Interactive Brokers.

The firm follows a concentrated, value‑oriented approach that emphasizes long‑term ownership of financially durable companies and a margin‑of‑safety discipline, typically implementing a single common strategy across client accounts while allowing tailored strategies for certain clients. Sagewater does not engage in short selling or margin trading, conducts periodic reviews of client accounts, and issues quarterly custodian statements supplemented by its own quarterly letters.

What distinguishes Sagewater from many similarly sized advisers is its use of performance‑based fee arrangements for qualified clients and its stated use of options and other derivatives in separately managed accounts for income or risk management—features that are uncommon among peers. The firm also reports a notable non‑U.S. client base and leverages Interactive Brokers’ trading and custody infrastructure, which together shape an operational and client profile that differs from many small, domestic‑focused advisers.