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SageView Advisory Group (SageView) is an independent Registered Investment
Advisory firm (RIA) serving retirement plan sponsors throughout the United
States. SageView advises on deferred compensation plans (401(k), 403(b), 457),
defined benefit plans, money purchase plans, endowments and foundations that
range in size from $1 million to more than $300 million in plan assets. Our
headquarters are in Irvine, California, and we maintain offices in Los Angeles,
Boston, Bethesda, Kansas City, Knoxville, Las Vegas and West Palm Beach.
Our mission as a firm is to “define and realize the goals of fiduciaries and
individuals.”
Key SageView features:
• $5 billion in client assets
• Early proponent and practitioner of fully transparent relationships
• Fiduciary partners with clients (committed in writing)
• Focus on maintaining fees and expenses that are reasonable for services
provided
• Objective investment research and advice based on proprietary processes
• Principals of the firm average more than 20 years of industry experience
Operating in a fully transparent environment, SageView consults on all aspects of retirement
plans, from design to success measurement. SageView’s team consists of 29 professionals.
SageView’s team is comprised of experienced industry professionals from companies such
as Mellon Consulting (Buck Consulting), First Financial Resources and Smith Barney. We work closely with the nation’s top policy and legal
experts and we are frequently asked to write, speak, or sit on panels regarding technical,
legal, investment, and education issues affecting retirement planning.
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