Sagar Investments is a full service Wealth Management Company offering comprehensive investment management and financial planning services.

As investment managers, we believe that traditional approaches to risk management that rely solely on asset allocation fail to adequately protect principal in down markets.  Instead we use a two tier strategy that combines a technically based active approach with the long term benefits of indexing.  When the stock markets are good, we will remain invested until our technical signals  give us a warning of an impending correction at which time we will move from stocks into bonds or cash.

As Wealth Managers, we believe in a holistic approach offering comprehensive financial planning services. 

Our Wealth Advisory services include estate planning, income tax planning, retirement planning and retirement income analysis. 

Our clients are neither speculative nor high risk investors.  Rather, each is concerned with preserving capital, growing assets and avoiding the myriad of risks that exist in today's investment enviroment.