Tax-Exempt Strategies

Moderate Term Municipal

The Sage Moderate Term Municipal strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a short-term investment horizon. The strategy will invest in a broad range of investment-grade municipal debt obligations. The portfolio typically maintains an average maturity between 2-4 years.

Intermediate Term Municipal

The Sage Intermediate Term Municipal strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over an intermediate investment horizon. The strategy will invest in a broad range of investment-grade municipal debt obligations. The portfolio typically maintains an average maturity between 4-6 years.

Core Municipal

The Sage Core Municipal strategy seeks strong risk-adjusted returns while focusing on safety of principal and liquidity over a long investment horizon. The strategy will invest in a broad range of investment-grade municipal debt obligations. The portfolio typically maintains an average maturity between 10-15 years.

Customized Laddered Municipal Strategy

The Sage Customized Laddered Strategy (CLIMB) is structured to augment cash flow predictability. The strategy enhances the return potential relative to traditional laddered strategies by actively managing state, sector, and credit weightings within each maturity bucket.

State Specific / Preferred Municipal

Sage provides customized municipal offerings for clients who require either state-specific or state-preferred strategies. State-preferred accounts consist of 40-60% allocation to the client’s state of residence. State-specific strategies invest 100% of the portfolio in the state of residence. State-specific and state-preferred are customized strategies that require higher investment minimums.

State Specific / Preferred Municipal Materials