our SERVICES
All Cap Core
- Investment Objective
- The Sage tactical equity account seeks tax-efficient capital appreciation through the investment in select exchange-traded funds. The strategy employs a multi-cap, multi-style rotation methodology that over-weights those segments of the market that appear positioned to outperform given current valuations, fundamentals and the macro environment. The strategy is geared towards clients desiring low-cost active equity management that minimizes individual security risk.
- Instruments
- SPDRS
- iShares S&P 500/Citigroup Growth
- iShares S&P 500/Citigroup Value
- Rydex S&P 500 Equal Weight
- MidCap SPDRS
- iShares S&P MidCap 400/Citigroup Growth
- iShares S&P MidCap 400/Citigroup Value
- iShares S&P SmallCap 600
- Russell SmallCap Growth
- iShares S&P SmallCap 600/Citigroup Growth
- iShares S&P SmallCap 600/Citigroup Value
- iShares MSCI-EAFE
- iShares MSCI-EAFE Growth
- iShares MSCI-EAFE Value
- DIAMONDS
- Benchmark
- Standard & Poor 500 Index/Russell 3000 Index/MSCI World Index
