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In Our Industry,

Perspective Matters

So does trust. And transparency. At Sage, we value the development of client relationships just as much as the development of sound investment strategies. Personalizing business is just how we do things in Austin. Pairing strategy with sincerity. Performance with partnership. That’s the Sage perspective. And one you won’t find anywhere else.

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What’s in a name?

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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Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk

Our focus? Our clients.

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

A Safe Habor for a Stormy Investment Environment

May 19, 2025 — The US bond and equity markets have faced significant volatility this year, driven by a confluence of factors, including trade tariffs,. . . .

Refreshing the Fed’s Policy Framework

May 19, 2025 — Federal Reserve Chair Jerome Powell delivered the opening remarks at last week’s Thomas Laubach Research Conference, focusing on the Federal Open Market Committee’s (FOMC). . . .

Francis and Leo XIV: Faith, Finance, and a Greener Church

May 16, 2025 — The papacies of Pope Francis (2013–2025) and Pope Leo XIV (2025–present) represent critical junctures for the Catholic Church as it addresses. . . .

Video: ETF Model Portfolios

May 16, 2025 — Sage’s President and Co-CIO, Bob Smith, explores how ETF model portfolios help advisors in delivering scalable, individualized solutions to their clients.

Inflation Expectations Hold Firm Amid Tariff Noise

May 13, 2025 — Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation rate—have remained stable. This rate, which reflects. . . .

The Two-Faced Economy: Strong Data Amid Shaky Sentiment

May 6, 2025 — The current geopolitical climate has injected an extra dose of unpredictability for economic participants, as investment and consumption decisions for everyone. . . .

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