We develop investment strategies and customized portfolio solutions alongside our insurance partners in the property & casualty, life, health, and alternative risk industries.

Insurance Solutions

With over 25 years of experience, Sage understands that investment portfolios are constrained by company-specific financial objectives, tax strategies, actuarial considerations, capital requirements and regulatory regimes. In practice, each insurance company requires its own unique investment solution. Successful solutions demand a disciplined and collaborative approach to understand the role of investment risk as it relates to overall enterprise-wide objectives. As such, we provide our insurance-dedicated service team, investment expertise, risk management capabilities, and regulatory and rating agency engagement for the benefit of all our insurance partners.



The Captive International US Captive Awards recognizes the top institutions and individuals working in the US captive market across all parts of the industry. The results are voted for by the Captive International readership and completely independent of sponsorship/financial influence. Sage did not pay to participate in the awards.