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.
Moderate Term Municipal Materials
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.
Intermediate Term Municipal Materials
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.
Core Municipal Materials
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.
Customized Laddered Municipal Strategy Materials
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.