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

Energy is the New Inflation Wildcard

June 16, 2025 — Inflation may be cooling, but oil is heating things up. While recent data shows core prices easing, rising energy costs —. . . .

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Q2 GDP Set to Soar—Thanks to This Trade Twist

June 9, 2025 — A surge in imports ahead of potential tariffs distorted Q1 GDP, making the economy appear weaker than it is. Now, with. . . .

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A Reality Check on GSE Privatization

June 4, 2025 — Recently, there has been a renewed push from policymakers in Washington to explore the privatization of the government-sponsored enterprises (GSEs) Fannie. . . .

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Jewish Values-Based Investing: Creating a Framework for Success

June 4, 2025 — Jewish Values-Based Investing (JVBI) is an approach that aligns financial decisions with the ethical and moral principles rooted in Jewish teachings,. . . .

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MBS Opportunities Amid Quiet Housing Market

June 2, 2025 — The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and. . . .

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Responsible Investing Compendium

May 22, 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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