Sage Hill Capital
BizScore
Contact Information
-
Address
Ann Arbor, MI, 48104 -
Phone
(888) 988-5623 -
Website
sagehillcapital.com
Location
About Sage Hill Capital
Sage Hill Capital is a financial planner in Ann Arbor, Michigan, offering comprehensive investment advice and portfolio management services. As an SEC-registered investment advisor, the firm serves clients with a fiduciary commitment, charging asset-based advisory fees that align their success with their clients’ financial outcomes. The firm emphasizes a personalized approach, designing custom portfolios based on individual risk tolerance and goals, without using one-size-fits-all models. Their fee-only structure ensures no commissions or sales incentives influence recommendations, and they operate independently, with no external pressure from a parent company or home office.
Sage Hill Capital’s team includes Dave Roberts and Chris Fragner, both University of Michigan alumni and former members of the university’s ice hockey teams. Roberts, a former professional player and All-American, brings experience from Merrill Lynch and Telemus Capital Partners, while Fragner, an analyst at Telemus Capital Partners and JPMorgan Chase, contributes expertise from the investment banking sector. Both hold key industry designations, including Series 7 and 65, and serve their community through personal and professional engagement.
The firm is located at 220 South Main Street, Suite 301, in downtown Ann Arbor, Michigan. It sits within the city’s central business district, a short drive from the Washtenaw County Courthouse and the Ann Arbor District Library, and is situated along a major commercial corridor with easy access to downtown amenities and public transit.
Sage Hill Capital is known for its transparent, client-first approach and long-standing reputation for integrity in financial planning. The firm’s independence, fee-only model, and commitment to personalized service distinguish it within the local financial advisory landscape.
In Ann Arbor, Sage Hill Capital stands out as a trusted, independent advisor dedicated to helping clients achieve their financial goals through a disciplined, personalized, and ethical investment process.