Sage’s Approach to Tactical Investing

Investment managers have different definitions and styles of tactical management. It is important for advisers to understand which approach fits their client’s needs and to set proper expectations. In this presentation, Sage outlines a few approaches to investment management and explains how our tactical method keeps clients invested during volatile markets.

  • DATE: August 14, 2019
  • TYPE: PDF
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Sage’s goal as a tactical manager is to smooth out the ride for investors when markets get bumpy. In this podcast, Sage’s Rob Williams talks. . . .

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