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 2023 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

Yields Rise as Strong Labor Markets, “Goldilocks” Economy in Focus

October 7, 2024 — Long-term US Treasury yields rose last week as investors digested mixed economic data that reinforced the idea of a “Goldilocks” economy. . . .

Climate Risks and Fiduciary Duty

October 3, 2024 — The devastation caused by Hurricane Helene is an unfortunate but timely reminder of the importance for US stakeholders to prioritize the. . . .

The China Factor

September 30, 2024 — After the FOMC opened the door to a more aggressive easing path, policymakers in China followed suit with their own “bazooka”. . . .

Easing into a Solid Economy

September 23, 2024 — A highly anticipated rate cut materialized last week, with the Fed delivering an outsized 50 basis point cut. Based on the. . . .

Fed Delivers Jumbo Cut Amid A Divided Committee

September 19, 2024 — The FOMC initiated its long-awaited policy action with an outsized 50 basis point cut, lowering the federal funds rate from a. . . .

Responsible Investing ETFs: Here for the Long Term

September 12, 2024 — In 2024, the Responsible Investing (“RI”) ETF space has navigated a dynamic and complex landscape, marked by significant shifts in investor. . . .

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