We are a 100% independent and employee-owned SEC-registered investment advisory (RIA) firm advising on $4 Billion in assets, combining the experience of our Wall Street heritage with the flexibility and creativity of a boutique firm.

The vision to see what’s ahead.
The expertise to know what to look for.
The access to open up new doors.
The independence and commitment to guide you there.

We don’t offer a typical advisor relationship. Instead, we take a 360-degree approach well beyond investments with our focus foremost on you and your family’s well-being. This means our partnership begins with getting to know you and your family way beyond the surface to better anticipate and authentically care for your needs.

We don’t do model portfolios. There are no limitations to pre-selected products on a platform. We don’t take commissions and aren’t allowed to accept placement fees on any investment. Our transparent advisory fee model and unconstrained fiduciary responsibility mean we sit on the same side of the table giving advice, not selling products. This means we can offer a virtually unlimited range of tailored solutions in both private and public markets, priding ourselves on creative solutions and network-sourced analysis.

By joining Sage Mountain, you become a part of a diverse community of industry-leading clients turned investment partners, helping create a network with the greatest source of access, real-world analysis, and participation in private investing. A community powerful enough to make us the go-to solution for alternative investing.

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