Sage Hill Capital

Sage Hill Capital is a Financial Planner in Ann Arbor, MI. As an SEC-registered investment advisor and independent boutique investment manager, the firm provides comprehensive investment advice and portfolio management services. The firm operates in a fiduciary capacity, charging asset-based advisory fees where compensation is determined by the success of client assets. This fee-only model ensures that recommendations are based solely on investment merit and the client’s risk tolerance, without commissions, trailers, or sales-related compensation. The firm does not sell products and operates without outside pressure from a home office, allowing for unbiased asset allocation and custom portfolio design tailored to individual needs rather than using a one-size-fits-all strategy.

The team includes Dave, who holds Life Insurance Series 7 and 66 designations along with the Accredited Wealth Management Advisor credential. Prior to joining Sage Hill Capital, Dave worked for Merrill Lynch and Telemus Capital Partners. His background includes being a member of the US National Hockey Team for the 1994 Winter Olympics, an All-American hockey player in 1991, and an 11-year professional hockey player. He holds a BBA from the University of Michigan’s Ross School of Business and served on the University of Michigan Ice Hockey Team. Dave and his wife, Melina, reside in Novi with their two children, and he serves in the community through his service to Mott Hospital.

Chris joined the firm after working as an Analyst at Telemus Capital Partners and JPMorgan Chase in the Investment Bank. He also holds a BBA from the University of Michigan’s Ross School of Business and was a member of the University of Michigan Ice Hockey Team. Chris and his wife, Agustina, live in Ann Arbor with their four children. The firm emphasizes delivering personal and transparent customer service, taking time to learn about each client’s specific needs to design suitable portfolios.

Sage Hill Capital’s fiduciary commitment and fee-only structure align its interests directly with those of its clients in Ann Arbor.

BizScoreAI gives Sage Hill Capital a Technical score of 85 out of 100, which means the website is technically sound, secure, and indexable so search engines can read it without errors. The firm receives a Discoverability score of 75 out of 100.