SageView is one of the premier retirement plan consulting and wealth management firms in the nation, advising over 1,700 retirement plans totaling more than $150 billion in assets.
Our robust national resources team based in our home office in Newport Beach has the capacity, the skill and the ingenuity to scale and support growing advisory and wealth management practices.
When your institutional or wealth management practice joins SageView, you'll become part of a rapidly growing and collaborative team focused on client satisfaction. You can offload day-to-day tasks to our support team, and your clients will gain access to SageView's in-house investment committee and the broad range of services we offer to both institutional and individual clients.
Benefits to your institutional practice
Proprietary Investment Research and Reporting from a world-class 17-member team
Dedicated team to execute vendor and advisor RFPs and manage key relationships
Marketing support on client materials, communications and participant education
IT team readily available for support with hardware and software
HR and Accounting for all billing, payment processing and employee benefits
State of the art technology platforms and resources to conduct competitive research
Benefits to your wealth management practice
Advanced technology platform for trading and reporting
Dedicated operations team assists with paperwork and overall client support
Portfolio solutions for every client at every level
Wide variety of investment strategies on multiple platforms
Banking and lending services, charitable giving solutions
Partnerships with leading organizations