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.

April 28th, 2016

ETF Trends- Robert Smith

As financial advisors look for ways to grow their businesses, many have turned to exchange traded fund investments in multi-asset strategies or ETF managed portfolios. On the recent webcast, Why Popularity of Multi-Asset ETF Portfolios a...
LINK Continue reading
April 8th, 2016

ABJ- Mark MacQueen

Although the public markets turned volatile during the first quarter, wealth investment managers in Austin said it’s been mostly business as usual with their clients. They said there’s no one-size-fits-all for high net-worth investors an...
LINK Continue reading