Sage Accelerates Growth with Strategic Investments in Talent and Technology

December 09, 2025

FOR IMMEDIATE RELEASE

Austin, TX – [December 9, 2025] — Sage Advisory Services Ltd. Co. (“Sage” or the “Firm”) is proud to announce the appointment of Brad Jacob as Senior Vice President, Consultant Relations & Business Development, an addition that underscores Sage’s continued commitment to delivering trusted investment solutions and serving institutional clients and large families well.

Sage’s recent growth — from $17.5 billion in assets under management at the end of 2022 to over $30 billion today — reflects its unwavering dedication to innovation, investment excellence, and client service. The Firm has invested heavily in technology, systems, and talent to deliver robust fixed income solutions and meet the evolving needs of investors.

“Sage’s growth has been fueled by a relentless focus on delivering value to our clients through talented people and innovative technology,” said Michael Walton, Managing Partner and Head of Business Development at Sage. “Brad Jacob brings the experience and relationships that will help us strengthen consultant partnerships and broaden our institutional reach. His addition to the team reflects our commitment to hiring exceptional people who can drive our growth and enhance client partnerships.”

Bob Smith, President & CEO of Sage, said: “Our expansion to more than $30 billion in assets is a testament to the strength of our investment philosophy and the trust our clients place in us. We’ve built a culture that prioritizes research-driven solutions, transparency, and client-first service — and we will continue to invest in people and technology to sustain this momentum.”

About Sage

Founded in 1996, Sage Advisory Services Ltd. Co. is an independent, employee-controlled investment management firm headquartered in Austin, Texas. Sage specializes in fixed income asset management, serving institutional investors and families with solutions that include liability driven investments, responsible investing, and global allocation strategies. With a culture rooted in transparency, research-driven portfolio construction, and client-first service, Sage continues to deliver innovative investment solutions backed by exceptional people and technology. For more information, visit Sage’s website at sageadvisory.com.

Media Contacts

Jessica McHugh

Director of Marketing Communications, Sage Advisory

jmchugh@sageadvisory.com

+1 (512) 327 5530

Chris Sullivan

President, Craft & Capital

chris@craftandcapital.com

+1 (917) 902 0617

Disclosures

This is for informational purposes only and is not intended as investment advice or an offer or solicitation with respect to the purchase or sale of any security, strategy or investment product. Although the statements of fact, information, charts, analysis and data in this report have been obtained from, and are based upon, sources Sage believes to be reliable, we do not guarantee their accuracy, and the underlying information, data, figures and publicly available information has not been verified or audited for accuracy or completeness by Sage. Additionally, we do not represent that the information, data, analysis and charts are accurate or complete, and as such should not be relied upon as such. All results included in this report constitute Sage’s opinions as of the date of this report and are subject to change without notice due to various factors, such as market conditions. Investors should make their own decisions on investment strategies based on their specific investment objectives and financial circumstances. All investments contain risk and may lose value. Past performance is not a guarantee of future results.

Sage Advisory Services, Ltd. Co. is a registered investment adviser that provides investment management services for a variety of institutions and high net worth individuals. For additional information on Sage and its investment management services, please view our web site at sageadvisory.com, or refer to our Form ADV, which is available upon request by calling 512.327.5530.