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Sage Trading Collective
Sage Trading Collective provides hourly trading services for independent RIAs. It offers a fractional framework as a third option between hiring a full-time...
Sage Trading Collective
Sage Trading Collective provides hourly trading services for independent RIAs. It offers a fractional framework as a third option between hiring a full-time trader and outsourcing to a TAMP, for firms that may need only a few hours of trading per week. Services include carve-outs, RMD & DCA tracking, transparent hourly billing, model updates and management, tax loss harvesting, and reconciliation. The firm's mission is to take trading and investment management off advisors' plates so they can focus on clients and growing their business.
General information
Firm type
Asset Manager
Principals
Laura Nowinski
Founder & Trader
Jolisa Gonzalez
Trader & Advisor Solutions Partner
Carrie Spedding
Trading Associate
Carol McElfresh
Trading Associate
John Nowinski
Operations & Technology
Sector focus
Frequently asked questions
How is Sage Trading Collective different from a traditional hedge fund?
Sage Trading Collective operates as an internal capital partnership, not a fund that raises external assets. This structural choice eliminates investor redemption risk and mandate constraints, allowing the firm to pursue short-term alpha and market-making strategies with greater flexibility. The partnership equity model aligns incentives differently than a typical hedge fund's management-fee-plus-performance-fee structure.
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