Since the 1980s, we’ve seen it all—from soaring bulls to grueling bears. Our founder, Alison Gardener, saw countless examples of investors who experienced significant losses during market volatility.
She knew there had to be a better way to construct investment portfolios that could withstand any type of market condition.
This deep-seated wisdom solidified her dedication to the Dorsey Wright philosophy—a proven, data-driven approach she passionately employs and educates others on, even today.
At Sage, we believe in more than just growing your wealth; we’re committed to making a positive difference in the world. That’s why 10% of our profits go straight to charitable causes. And the best part?
You, our valued client, have a seat at the table by providing suggestions of your favorite charities. We will then select one charity at random to support each year. It’s not just about asset growth; it’s about growth with a purpose. Let’s build a legacy that extends beyond your portfolio and into the lives of others.
Aiden began working in the Financial Services industry over 4 years ago and has developed a knack for trading. He enjoys making sure clients are at ease when coming on board & addresses their concerns in a timely manner. Whether it’s executing a trade, submitting paperwork or an investment related question Aiden will be there to help.
Aiden’s knowledge of financial products helps give clients the confidence they need when working with a financial professional. Along with Alison, he utilizes NASDAQ Dorsey Wright’s investment process and research.
Prior to joining Sage Advisors, Aiden worked on the Trading & Reporting Team at a Wealth Management firm. He attended Montclair State University where he majored in Economics and minored in both Business & Computer Science. Aiden was also a long pole defender for the University’s Division 3 Lacrosse Team.
Aiden currently lives in Hoboken, New Jersey. Located in the Northeast, he takes advantage of the seasons by snowboarding in the winter and enjoying the Jersey Shore during the summer.
Alison has enjoyed over 40 years in the financial services industry. She founded Sage Advisors, LLC. in 2021.
Alison uses quality fundamentals with a rules-based technical overlay to enhance performance, ensure risk management and to remove emotion from investing. Alison maintains a rigorous practice of analytics and investment knowledge.
Starting her financial advising career in the early 80’s has given her lots of experience in both bull and bear markets. From the beginning, Alison spent time identifying and researching investment processes that worked in all types of markets, which led her to the Dorsey Wright philosophy she continues to use and teach today.
Most of her prior experience was gained at Morgan Stanley (and predecessor firms). She worked on Wage and Price Controls as a finance analyst at Celanese Corporation after stints at both US and international publishing firms. Her volunteer activities focus on students, whom she believes is our investment in the future. Alison was previously Chair of the New College Foundation, she also headed the Investment Committee and sat on Governance. New College is the honors college of the Florida State University system, located in Sarasota. Alison is involved in Take Stock in Children and its alliance with Sarasota Ballet’s “Dance, the Next Generation”. She is also a Big Sister in the local Big Brothers, Big Sisters program and has volunteered weekly, at Tidewell, one of Sarasota’s hospices.
As a Certified Reiki Master, Alison seeks balance in life. When she’s not practicing hot yoga, target shooting, reading or attending car shows she relishes spending time with her husband Jan, their standard poodles and local family.
Alison received her MBA from New York University’s Stern School of Business and her Certificat d’Etude from La Sorbonne in Paris. She received a bachelor’s degree magna cum laude from Duke University.