Did you know? Though the NYSE was founded in 1792, it didn’t settle at it’s iconic current home designed by architect George B. Post until 1903. The building’s trading floor features 78-foot high ceilings adorned with gold leaf.

Sagemont Investment Group is an independent Financial Services practice. We have over 50 years of combined experience in the industry and three locations. Hamilton Montana (our main branch), Evergreen Colorado and Kemah Texas.

Our goal is to provide a high level of service and advice to our clients delivered in a very casual and neighborly way.

Most of our clients want us to advise them about investing for their retirement years and the income they will need from those investments as they age.

 

What We Do

We work with our clients to help them achieve their financial goals. We use a variety of tools and types of investment products to build portfolios that we believe provide our clients with the best chance to achieve their unique objectives.

Our relationship Raymond James Financial Services Inc. provides us with access to a wide platform of products and services to include:

  • Stocks and Bonds
  • An experienced asset management services team
    Goal Planning and Monitoring expertise
  • Mutual funds
  • Separately Managed Accounts
  • Securities Based Lending
  • Trust Services
  • And much more

Our Approach

Our advisors have the vision and experience to help prepare for the journey ahead.

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.

We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.

As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you.

Assess

Using Goal Planning and Monitoring software we are able to inventory your investable assets and liabilities and list your needs and wants in proper order. We then learn how you feel towards market volatility. This helps us design a plan that best fits you. A blueprint of where you are now and where you want to go in the future.

Create

Once we have a better idea of your individual situation we can create portfolios that fit with your time horizon and risk tolerance. Raymond James Financial Services provides us with an experienced Asset Management Services team to do the in depth research and implementation of our investment plan.

Implement

We invest according to your plan that we have built together. The plan is a living document that we follow as closely as possible and Raymond James Financial Services keeps us on the right path with Portfolio management expertise and Service. They communicate with us on a wide variety of important topics and we communicate with you on issues that affect you.

Manage

We ask you to meet with us at least once a year and review your plan, making sure we are still pursuing the things that matter to you. Additionally, we ask that we speak by phone at least three more times the same year. These calls are just quick updates, and we are available to meet with you as many times as you want.