Dear Clients and Friends,

We are very pleased to announce that Greg Cobb will be joining Sage in a senior role on our Institutional Client Service and Consultant Relations team.

Greg brings to Sage over thirty years of demonstrated success in portfolio management, business development, and leadership across a diverse set of financial organizations. He will be responsible for supporting Sage’s institutional investment solutions, with an emphasis on working with our insurance clients.

Greg joins Sage from Boyd Watterson Asset Management, where he spent 8 years as Director of Fixed income and Lead Strategist and served as a voting member of the Investment Policy Committee. Prior to that, he spent 11 years as Managing Director and Chief Investment Officer for Sovereign Advisers. Greg received his BA in Economics from the University of North Carolina at Chapel Hill.

In his new position, Greg will work with members of our senior management and investment team to support our clients and expand the market awareness for our investment solutions. As always, we encourage you to contact us to learn more about our professional staff and their efforts to provide superior investment management services.

Sincerely,

Robert G. Smith, III

President & CIO

We are pleased to announce a new addition to the team, Jessica McHugh, who is joining Sage as Director of Marketing Communications. Jessica brings seven years of diverse experience in financial communications and will be responsible for shaping the overall marketing, branding, and collateral efforts of the firm. Prior to joining Sage, Jessica was an equity research analyst at a Minneapolis-based investment bank and a software reporter at the Financial Times-owned Mergermarket, in New York City. Jessica earned her M.A. degree in Business Journalism from New York University and her B.A. degree from the University of Florida.

Please join us on November 8, 2017 for Sage Advisory’s Sustainable Investing Roundup.

The Sustainable Investing Roundup is designed to bring awareness to sustainable investing issues, while providing clients and advisors with the tools necessary to invest well while doing good. The event will feature perspectives from leading asset managers, research providers, and thought leaders in the world of sustainability including BlackRock, Sustainalytics, State Street, Dell, NRG, Kasita, Bloomberg & The Sustainable Accounting Standards Board.

Sustainable Investing Roundup Agenda

Sage is pleased to announce that we have received approval by various organizations for opportunities to earn Continuing Education (CE) credits at the upcoming Sustainable Investing Roundup on November 8, 2017. Limited space remaining.

To register, please email Jessica Hernandez at jhernandez@sageadvisory.com

CFP

Sage is a CFP Board-Registered CE Sponsor and 6 hours have been accepted by the CFP Board.

CIMA , CPWA

IMCA has accepted The Sustainable Investing Roundup, for 5 hours of CE credit towards the CIMA^® and CPWA^® certifications.

AIF ®, AIFA®

Attendance at this event may be self-reported for up to 6 hours of non-fi360-produced CE for AIF® and AIFA® Designees.

To view on PR Newswire, please click here

We are pleased to announce the availability of a new Powered by Wilshire^SM index designed by Sage, the Sage ESG Intermediate Credit Index^SM (GUDBESG). The objective of the index is to maximize exposure to positive Environmental, Social and Governance (ESG) characteristics, while maintaining high liquidity. To view the Press Release, Fact Sheet, and Index Methodology please click here

 

Dear Clients and Friends,

We are proud to announce that Sage Advisory has been recognized as the “ETF Strategist who provides the Best Global Insight” at the 13th Annual Global ETF Awards®, hosted by Exchange Traded Funds. This is a first-time win for Sage, and we are honored to be recognized in this way by our global peers.

With a crowded investment landscape and an increasing numbers of ETF products and services, we are particularly pleased to have captured this distinction, in which winners are identified based on a survey of over 1,250 institutions globally, including RIAs, pension plans, investment managers and insurance companies, among others. With a strict process to ensure voting exclusively by industry participants, this award win validates our commitment to excellence as a leading ETF strategist and asset manager, and reinforces our two decades of exceptional service, outcomes and insight.

At Sage, we are not only upholding our status as a leading asset manager, but also innovating and expanding our services to meet market and client demands. This includes the rollout of three ESG portfolios, including a global equity portfolio focused on ETF allocations.

We continue to draw attention for our asset allocation and market perspectives, evidenced by ETF.com’s recent Q&A featuring our Managing Director Rob Williams, where he discusses the benefits of tactical investing, the outlook for fixed income markets and more.

As Sage wins recognition from our peers and the larger investment community, we want to thank you for your business and continued support, and look forward to more great news in the months and years to come.

Sincerely,

Robert G. Smith, III
President & CIO

 

June 16, 2016

Dear Clients and Friends,

We are very pleased to announce the addition of five new members to Sage Advisory, boasting decades of experience across the investment, analysis and business development spectrum.

Ryan Charles O’Malley, CFA will take on a Fixed Income Portfolio Strategist role at Sage. Ryan will be an active member of our fixed income portfolio management team, directing our credit strategy and risk analysis efforts. With over 12 years of institutional credit research and global fixed income strategy development experience, Ryan most recently served as Fixed Income Strategist at Payden & Rygel Investment Management in Los Angeles. He received his MBA from the UCLA Anderson School of Management and a BA in Economics from Columbia University.

Komson Silapachai, CFA will take on a Senior Investment Analyst role at Sage. Komson will be an active member of our Portfolio Strategy and Asset Allocation Research team, expanding our investment research and portfolio strategy capabilities. Komson brings over eight years of institutional investment research and portfolio risk management experience, most recently serving as an Investment Manager within the Asset Allocation Group for the Teacher Retirement System of Texas. It is noteworthy that Komson was recognized by Chief Investment Officer Magazine in their coveted “Forty Under Forty” list for 2015. Komson received his BBA in Finance from Texas A&M University.

Edward Ahn has joined Sage as an Investment Analyst, and will be an active member of our Quantitative Solutions investment management and research team, working to expand our investment research and portfolio management capabilities. Edward brings over three years of retirement benefit plan accounting and actuarial valuation reporting experience, most recently serving as Actuarial Associate in benefits consulting with Fidelity Investments in Dallas. Edward is currently completing his ASA designation requirements with the Society of Actuaries. He received a BS in Mathematics with a focus on Actuarial Science from the University of Texas in Austin.

Mark J. Welp has joined our firm as a Senior Portfolio and Operations Analyst, involved with the daily supervision of the firm’s trade allocation, processing and portfolio reporting. Mark brings more than a decade of experience in various trade clearing and operations roles within the financial services industry. Prior to joining Sage, he was a Senior Investment Operations Analyst with the Teacher Retirement System of Texas. Mark received a BA in Business Administration from the University of North Dakota.

Michael R. Navone has joined our firm to be a Regional Marketing and Sales Development Director. Based out of San Francisco, Michael will be responsible for expanding our business presence and relationships with Financial Advisors throughout the Pacific Northwest. Prior to joining Sage, Michael worked in business development roles for WHV Investments and previously at Wells Fargo Advisors. Michael received his BA in Communications from the University of Arizona.

We are pleased to announce these vital additions to the firm who will allow us to continue providing the expertise and superior level of independent investment advice that you have become accustomed to.

Please visit us at www.sageadvisory.com to learn more about our professional staff and award-winning investment services.

Sincerely,

Robert G. Smith, III
President & CIO

August 30, 2013

Dear Clients and Friends,

We are pleased to announce the appointment of Mr. Jeffrey L. Sims as Executive Vice President and Director of Insurance Investment Management Services at Sage Advisory Services Ltd. Co. In his new role, Jeff will be responsible for leading our insurance-related business development activities at Sage. Jeff brings over 27 years of experience in finance and investments, with particular emphasis on the insurance industry.

Prior to joining Sage, Jeff served as President and Senior Managing Director of Madison Scottsdale, L.C., an investment management firm based solely on the insurance industry. Additionally he previously held several executive financial officer positions, including Chief Investment Officer with American Founders Life Insurance Company and National American Life Insurance Company of California. He began his career with Ernst & Young and currently holds both the C.P.A and C.L.U. designations. Jeff received his BBA in Business Administration and Accounting from The University of Texas.

As always, we encourage you to contact us or visit our website (www.sageadvisory.com) to learn more about our professional staff and their efforts to provide a superior investment management service.

Sincerely,

Robert G. Smith, III
President & CIO

June 28, 2013

Dear Clients and Friends,

We are pleased to announce the appointment of Mr. John R. Slais as Chief Financial & Chief Compliance Officer of Sage Advisory Services Ltd. Co.

Since January 2011 John has served as Vice President of Finance and Compliance. He has been a key member of our corporate financial management team and brings over 25 years of financial administration experience as a former CPA with Ernst & Young and as a General Securities Principal and Financial & Operations Principal with FINRA member firms.

Prior to joining Sage, John served as CFO of Capitol Securities Group in Austin, Texas, where he initiated and structured their merger with Morgan Keegan. Additionally, he was previously employed as director and treasurer with seven financial service organizations, served as a NASD/FINRA arbitrator, director and treasurer for Travis County Municipal Utility District #5, and several civic boards. John received his B.S. in Business Administration and Accounting from Harding University.

John will lead our financial reporting and compliance management efforts and fully assume those responsibilities from Richard B. Williams who left the firm earlier this month. As always we encourage you to contact us or visit our website (www.sageadvisory.com) to learn more about our professional staff and their efforts to provide a superior investment management service.

Sincerely,

 

Robert G. Smith, III
President & CIO