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Sage Harbor Advisors, Inc. Employee Directory

Investment ManagementTexas, United States0-1 Employees

Sage Harbor Advisors, Inc. is an investment management firm based in Houston, Texas, founded in 1997 to provide independent, fee-based financial advisory services for high net worth individuals and families. The company constructs customized portfolios by allocating client capital across four proprietary, risk-managed investment models that combine no-load institutional mutual funds and exchange-traded funds. Each client’s objectives and risk tolerance are clarified prior to blending the four models, with an emphasis on managing downside risk or drawdown to support long-term growth through compounding. The firm targets clients seeking guidance in wealth preservation and growth through structured model diversification, aiming to align investments with personal values and long-term goals.

Find Sage Harbor Advisors, Inc. employees' phone numbers or email addresses

Sage Harbor Advisors, Inc. Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Sage Harbor Advisors, Inc.'s Leadership

  • Stylized image of a person
    D. B.
    Firm Founder & Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Administrative Assistant & Client Service Associate
    Phone icon
    Mobile Phone

Sage Harbor Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sage Harbor Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    Firm Founder & Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Administrative Assistant & Client Service Associate
    Phone icon
    Mobile Phone
    United StatesTexas
    Feb 18, 2026

Frequently Asked Questions

What is Sage Harbor Advisors, Inc. known for?

Minus sign iconPlus sign iconSage Harbor Advisors, Inc. operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-713-622-****
. Explore Sage Harbor Advisors, Inc.'s company overview page for more information.

What is Sage Harbor Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconSage Harbor Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sage Harbor Advisors, Inc. email formats with LeadIQ.

How many employees does Sage Harbor Advisors, Inc. have currently?

Minus sign iconPlus sign iconSage Harbor Advisors, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sage Harbor Advisors, Inc.'s key employees and leadership?

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As of July 2026, Sage Harbor Advisors, Inc.'s key employees include:

  • Firm Founder & Chief Investment Officer: D. B.
  • Administrative Assistant & Client Service Associate: S. M.

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