Our Investment Approach

Everyone’s Ideal retirement is unique

Saga doesn’t invest your retirement according to algorithms or models.  We listen to you.  What does your ideal retirement look like?  What level of risk are you comfortable with?  What are your long-term family goals?  Together we will build a portfolio tailored to your specific needs and comfort level.

At Saga, we take a blended approach to investing.  We believe it is important to stay invested, not try to time the market.  Our main focus is diversification across well-performing, low-cost funds.