our SERVICES
Taxable Balanced
- Investment Objective
- The Sage balanced account seeks to provide current income and capital growth by investing in a combination of fixed income securities and equity exchange-traded funds. Asset class weightings will vary according to the composite chosen by the client and Sage’s current assessment of which asset class offers the greatest return potential.
- Instruments
- Fixed Income
- U.S. Treasury debt obligations
- U.S. Agency debt obligations
- Investment grade corporate debt obligations
- Mortgage and asset backed debt obligations
- Equity (ticker)
- SPDRS (SPY)
- iShares S&P 500/Citigroup Growth (IVW)
- iShares S&P 500/Citigroup Value (IVE)
- Rydex S&P 500 Equal Weight (RSP)
- MidCap SPDRS (MDY)
- iShares S&P MidCap 400/Citigroup Growth (IJK)
- iShares S&P MidCap 400/Citigroup Value (IJJ)
- iShares S&P SmallCap 600 (IJR)
- Russell SmallCap Growth (IWO)
- iShares S&P SmallCap 600/Citigroup Growth (IJT)
- iShares S&P SmallCap 600/Citigroup Value (IJS)
- iShares MSCI-EAFE (EFA)
- DIAMONDS (DIA)
- Benchmark
- Barclays Capital Government Credit Intermediate Maturity Index and Standard & Poor 500 Index