Change Wealth Advisors
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  • More
    • Home
    • About CWA
      • Business Philosophy
      • Investment Philosophy
      • Team Bios
      • The Fiduciary Difference
      • Process
      • Pricing & Value
      • Community Involvement
    • Client Portal
      • Charles Schwab Login
    • Geek Out With CWA
      • Internal Nerd Studies
      • External Nerd Studies
      • The Dog Blog
  • Home
  • About CWA
    • Business Philosophy
    • Investment Philosophy
    • Team Bios
    • The Fiduciary Difference
    • Process
    • Pricing & Value
    • Community Involvement
  • Client Portal
    • Charles Schwab Login
  • Geek Out With CWA
    • Internal Nerd Studies
    • External Nerd Studies
    • The Dog Blog

SAGE Portfolios - Strategically Allocated Growth of Equity

Overview

 SAGE Portfolios is a proprietary offering of portfolio models made available to clients of Change Wealth Advisors and Private Client Wealth Advisors. The formation of these portfolios is based on years of compiled internal and external research that has been used to construct a uniquely designed series of strategically diversified, rules-based investment models.

Objective

The objective of SAGE Portfolios is to achieve a long-term return that exceeds the S&P 500 and All Cap World Index on a real return basis and/or a risk-adjusted basis over time. Portfolio performance and risk metrics are tracked daily and will be posted to this website annually. The portfolio performance and risk metrics posted on this site assume an asset allocation that is fixed to a daily allocation target. Actual performance in an investment account will vary and does not factor in the cost of trading, management fees, or taxes.


Please review the disclosures pertaining to SAGE Portfolios at the bottom of this page.

SAGE Portfolios

The Sovereign Ruler

The Sovereign Ruler

The Sovereign Ruler

Click here for more information.

The Market Czar

The Sovereign Ruler

The Sovereign Ruler

Details available upon request.

The Frontiersman

The Sovereign Ruler

The Scotch & Cigar

Details available upon request.

The Scotch & Cigar

The Scotch & Cigar

The Scotch & Cigar

Details available upon request.

The Wine Sipper

The Scotch & Cigar

The Wine Sipper

Details available upon request.

The Melting Pot

The Scotch & Cigar

The Wine Sipper

Click here for more information.

The Judicious Warrior

The Judicious Warrior

The Judicious Warrior

Details available upon request.

The Eternal Optimist

The Judicious Warrior

The Judicious Warrior

Details available upon request.

The Humble Peacock

The Judicious Warrior

The Ginger Traveler

Details available upon request.

The Ginger Traveler

The Conservative Progressive

The Ginger Traveler

Details available upon request.

The Conservative Progressive

The Conservative Progressive

The Conservative Progressive

Click here for more information.

Performance & Risk Metrics

Disclosures

Investment carries risk and can result in the loss of principal. Past performance and back tested results do not guarantee future performance. Asset allocation alone cannot eliminate volatility in an investment portfolio, and cannot guarantee returns or protection from losses. Data pertaining to SAGE Portfolios is made available for informational purposes only and should not be considered as a direct or indirect solicitation for investment or for the purchase of specific securities. SAGE Portfolios are only available in taxable investment accounts for investors over the age of 18. SAGE Portfolios are not suitable for every investor and should not be considered for 100% of an investor’s investable assets. Criteria for the portfolio design of SAGE Portfolios is subject to review and alteration. The performance objectives of SAGE Portfolios cannot be guaranteed, and investors may be subject to substantial or total losses. If you are interested in learning more about SAGE Portfolios, please consult your Financial Advisor to determine if a given portfolio is in your best interest.


For more information about the characteristics and risks of standardized options, please click on the links below.


https://www.theocc.com/components/docs/riskstoc.pdf


https://www.theocc.com/components/docs/about/publications/october_2018_supplement.pdf

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