Sage Private Wealth Group, LLC
SAGE Private Wealth Group, LLC is an SEC-registered investment adviser headquartered in Oakbrook Terrace, Illinois. Founded in 2014 by Khaled Awad Taha and Noha ElShareif-Taha, the firm provides comprehensive financial planning and wealth management services to individual clients, with an emphasis on high-net-worth individuals. SAGE offers highly personalized financial solutions tailored to its clients' unique circumstances, focusing on long-term relationships and fiduciary care. The firm has a staff of approximately 13 to 15 employees and primarily serves individual and high-net-worth clients.
Investment Strategy
SAGE Private Wealth Group employs a client-centric approach, providing customized portfolios based on a thorough analysis of each client's risk tolerance, time horizon, tax situation, and financial goals. The firm's investment philosophy emphasizes diversification across asset classes, a mix of active management and passive investment vehicles, and continuous portfolio monitoring. SAGE primarily manages discretionary accounts for individual and high-net-worth clients, leveraging a combination of individual equities, exchange-traded funds, and fixed income products to construct resilient, long-term portfolios.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 22.87% | $35.7M | 426,417 | $77.27 | $83.74 | +$16.4M |
A AIRR | FIRST TR EXCHANGE TRADED FD | 8.70% | $13.6M | 166,803 | $60.97 | $81.40 | +$1.4M |
D DBEF | DBX ETF TR | 7.64% | $11.9M | 272,472 | $41.58 | $43.75 | -$6.1M |
D DBMF | LITMAN GREGORY FDS TR | 7.60% | $11.9M | 460,951 | $28.40 | $25.73 | +$1.3M |
G GLDM | WORLD GOLD TR | 7.39% | $11.5M | 175,961 | $65.52 | $65.52 | +$11.5M |