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

Tactical ETF Strategies Brochure

Our tactical ETF offerings range from 100% fixed income to 100% equity, including a series of target risk and target date asset allocation strategies. While. . . .

3 Reasons to Own Bonds

March 1, 2021 — This 90-second video explains three reasons to hold bonds in a portfolio: income, capital preservation, and diversification.

Should Bond Investors Be Worried About Inflation?

February 25, 2021 — Inflation is a bond investor’s worst enemy. Higher costs erode the purchasing power of a bond’s future cash flows, which pushes. . . .

Inflation Outlook February 2021

February 24, 2021 — This presentation illustrates how rising inflation and inflation expectations affect bonds yields, the Fed’s inflation target, and how Sage is positioned. . . .

Positioning for Rising Inflation Expectations

February 24, 2021 — In this video, Sage Director of Research Rob Williams discusses inflation and its effect on bond yields, the Fed’s recent policies,. . . .

Fixed Income Perspectives — February 2021

February 19, 2021 — This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.

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