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When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

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Annual Sustainability Report

Sage’s 2024 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to responsible business practices that support our efforts to create a positive impact across our operations and beyond.

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One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.

Our Insights

The Ripple Effects of the US/China Trade Embargo

April 29, 2025 — In an interview last week, Treasury Secretary Scott Bessent characterized the trade situation with China as “unsustainable,” pointing to possible relief. . . .

Pope Francis: An Environmental Stalwart, Requiescat in Pace

April 25, 2025 — This week, the world mourned the passing of Pope Francis, a pontiff whose 12-year papacy left an indelible mark on the Catholic. . . .

Balancing Treasury Market Stability and Systemic Risk

April 21, 2025 — In an interview last week Treasury Secretary Scott Bessent, who has been vocal about his desire to lower the 10-year rate,. . . .

Bond Trauma

April 14, 2025 — There are decades where nothing happens, and then there are weeks where decades happen. Last week, the tariff stress that shocked. . . .

The Path Forward After the Tariff Shock

April 7, 2025 — Last week President Trump announced tariffs on nearly all US trading partners, a move that far exceeded the most pessimistic expectations. . . .

Responsible Investing Compendium

April 3, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

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