Sage Investment Counsel LLC
Sage Investment Counsel LLC is a registered investment adviser headquartered in Franklin, Tennessee. The firm was founded over 80 years ago and provides a range of investment advisory and wealth management services, primarily serving high-net-worth individuals. With a team that combines decades of experience in investment management and financial consulting, Sage specializes in portfolio management, retirement planning, asset allocation, performance measurement, and tax efficiency analysis. As of 2025, the firm employs around 4 people and is focused on delivering individualized strategies for its clientele.
Investment Strategy
Sage Investment Counsel LLC employs a personalized, discretionary investment approach tailored to each client's unique goals, risk tolerance, and financial situation. The firm focuses on providing both active and passive diversification, comprehensive asset allocation, and tax-efficient strategies. Sage works primarily with high-net-worth individuals, offering wealth management, retirement planning, and trust portfolio management by leveraging in-depth investment research, performance measurement, and cost analysis. Their philosophy emphasizes long-term growth, risk management, and the preservation of capital.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PNFP | PINNACLE FINL PARTNERS INC | 7.82% | $7.1M | 75,294 | $114.39 | $93.79 | -$1.3M |
A AAPL | APPLE INC | 5.51% | $5.0M | 19,543 | $249.37 | $254.63 | +$763.0K |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 3.34% | $3.0M | 4 | $680920.00 | $754200.00 | +$101.6K |
B BN | BROOKFIELD CORP | 2.73% | $2.5M | 35,949 | $52.12 | $45.72 | +$234.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.71% | $2.4M | 4,870 | $453.58 | $502.74 | +$72.9K |