SAGE Wealth Advisors

Bob Straka, the founder and president, leads investment decisions alongside principal John Straka. The firm maintains a deliberately small investment committee, which keeps the research process concentrated and avoids the dilution of conviction that can occur in larger advisory teams. No external investment committee members are cited in public filings.

The firm applies a research process that borrows from institutional credit analysis — screening for financial strength, durable free cash flow, and competitive moats before building positions. Rather than relying on third-party model portfolios or ETF wrappers, SAGE constructs direct equity portfolios concentrated in high-quality large-cap US companies. The approach is benchmark-agnostic and does not chase sector weightings.

Public records indicate the firm focuses on publicly traded equities and does not sponsor private funds, venture-capital vehicles, or direct real-estate investment programs. The investment mandate stays within liquid markets. No private-credit or hedge-fund allocation sleeves are documented in its regulatory filings.