Sage Advisory Services Ltd., Co. is an independent investment advisory firm offering a comprehensive combination of risk measurement analytics, portfolio management and reporting services for insurance organizations. Our expertise is supported by a strong investment team that works closely with clients and their advisors to formulate comprehensive and leading edge solutions, to better align their unique business objectives with the ongoing management of their assets and liabilities.

We offer a client-liability oriented approach to investing, that is based upon well-developed risk control disciplines, designed to work in all financial climates. Each client’s portfolio is separately managed and specifically tailored to suit their specific liquidity, income, tax sensitivity, and capital/surplus development expectations.

The scope of our investment services for domestic and off-shore insurance entities extend to:

• Liability Assessment/Benchmarking
• Investment Policy Formation
• Regulatory Reporting
• Risk Management
• Tax Strategy
• Product Development