our SERVICES
Sub Advisory
In addition to our separate account products, Sage also offers the same high quality portfolio management for subadvisory relationships. Our highly trained and experienced investment professionals offer customized management for subadvisory relationships that fulfills the needs of individual clients. Clients can choose from our full line of taxable or tax-free investment products, all of which have strong and competitive performance records based upon a conservative risk management process. Our subadvisory clients have full access to Sage’s client service professionals, portfolio management team, and market research.
Strong compliance records, a clear investment philosophy, and well defined investment styles make Sage Advisory Services an ideal choice for a subadvisory relationship. We report to over a dozen major investment management databases that provide consultants easy access to our most recent performance figures. Our relationships with Defined Benefit Plans, Taft Hartley Plans, Endowments, Foundations, Health Care Institutions, Insurance Companies, and High Net Worth Individuals show that Sage has experience with a diverse group of clients. Sage’s subadvisory services offer a cost effective alternative to buying or building investment management products. Investment advisors can instantly profit from a Sage subadvisory relationship as opposed to taking time and effort to create their own new services. For more information on how to establish a relationship with Sage, please contact our office for more information.