Global Investor - Investment Excellence Awards Global Investor - Investment Excellence Awards
Pensions & Investments - Largest U.S. Money Manager 2015 - ETF Strategist of the Year

Sage is an independent investment management firm that serves the institutional and private client marketplace with traditional fixed-income asset management, a variety of global tactical ETF strategies and asset/liability analytical services.

Tactical ETF Strategies

Sage has launched a series of informative videos regarding our Tactical ETF strategies. The videos discuss our history, investment process, and approach to risk management. View Videos

Liability Driven Solutions

Sage began offering asset/liability management (ALM) analytics and liability driven investment (LDI) solutions for defined benefit plans in 1999. View Videos on our LDI background and process.

Cash Balance Complete

Sage has crafted strategies specifically designed and managed to meet common Cash Balance Plan objectives. Find out more.

May 23rd, 2016

Investor's Business Daily- ...

When drawing up your ETF investing action plan for the week ahead, it pays to watch the pros. Robert G. Smith, president and chief investment officer at Sage Advisory, tells IBD how he’s positioning portfolios given the abrupt Fed-induce...
LINK Continue reading
May 22nd, 2016

WSJ- Mark MacQueen

Stock and bond markets appear ready to absorb the next Federal Reserve rate increase without descending into turmoil, fund managers say, reflecting economic shifts and investor positioning since the last Fed move in December. Fears of an...
LINK Continue reading