our FIRM
Sage Advisory Services was founded by Robert G. Smith, III and Mark C. MacQueen in 1996 to better meet the portfolio management needs of institutions and individuals.
Today, Sage is an independent, privately held firm that is 100% employee owned. We strive to understand the unique goals and requirements of each client. In doing so, we engineer customized investment solutions to fulfill each client’s specific liability or funding needs. We also believe well-informed clients make smarter investors, so we stress clear communication and open access.
Our approach works. In March 2009, Sage was named #1 RIA Wealth Management Firm in Austin, Texas, according to the Austin Business Journal.
When you work with Sage, you benefit from working with seasoned professionals offering more than 150 years of combined experience.