Sage Advisory Services, Ltd.co.
Sage Advisory Services, Ltd.Co. is an independent registered investment adviser based in Austin, Texas. Founded in 1996, the firm provides fixed-income asset management, tactical ETF strategies, and liability-driven investment solutions for both institutional and private clients. Sage serves a diverse clientele, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, government entities, insurance companies, and corporations. As of March 2025, the firm employed approximately 58 professionals.
Investment Strategy
Sage Advisory Services, Ltd.Co. employs a multi-faceted investment strategy focused on fixed-income asset management, tactical ETF portfolios, and liability-driven investment (LDI) solutions. The firm utilizes an active, risk-managed approach, emphasizing portfolio diversification, downside protection, and cost efficiency. Their philosophy is rooted in combining macroeconomic analysis, quantitative techniques, and ESG considerations to tailor portfolios for institutional and private clients, with solutions including custom bond ladders, tactical allocations, and defensive equities. They strive to deliver consistent, risk-adjusted returns aligned with client objectives.
Research Analysts
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MBB | ISHARES TR | 9.98% | $18.3M | 195,188 | $94.16 | $93.89 | -$2.0M |
S SPYG | SPDR SERIES TRUST | 9.69% | $17.8M | 186,601 | $95.32 | $95.32 | +$17.8M |
I IVV | ISHARES TR | 8.89% | $16.3M | 26,285 | $377.11 | $620.90 | -$4.5M |
I IEFA | ISHARES TR | 8.26% | $15.2M | 181,656 | $67.17 | $83.48 | +$904.0K |
P PSK | SPDR SERIES TRUST | 5.73% | $10.5M | 331,489 | $33.72 | $31.76 | +$1.6M |