We are an independent investment advisory based in Cleveland, Ohio that provides discretionary portfolio management to individuals and institutional investors.
Our two active investment strategies are differentiated and unique. We also offer customized investment management and advice for clients that aren’t suitable for the two active strategies.
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Michael T. Nowacki
Mr. Nowacki is Partner and Co-Chief Investment Officer at Saga Partners. Prior to founding Saga Partners, he founded Nowacki Asset Management, an investment advisory firm with a specialization in value investing.
Mr. Nowacki is the author of Forever Investing: The Investment Strategy of History’s Greatest Investors. He is a former member of the financial committee for the Adoption Network of Cleveland, a financial contributor to Doctors without Borders, and member of the Ohio State Alumni Club of Greater Cleveland. Mr. Nowacki holds a B.A. in Economics from The Ohio State University and a M.A. in Financial Economics from Ohio University.
Joe Frankenfield, CFA
Mr. Frankenfield is Partner and Co-Chief Investment Officer at Saga Partners. Prior to founding Saga Partners, he worked for KeyBanc Capital Markets as an Equity Research Associate. He also worked in Corporate Banking and Asset & Liability Management at PNC Bank. Mr. Frankenfield earned his B.A. in Finance from Miami University and is a member of the CFA Society of Cleveland.