Michael Walton

Michael D. Walton is Managing Partner at Sage Advisory in Austin, Texas, where he leads the Business Development Team and serves as a key member of the executive committee. At Sage, he focuses on cultivating institutional and individual client relationships and plays a pivotal role in designing and implementing the firm’s distribution and consulting strategies. His current responsibilities also include contributing to the development of Sage’s core investment solutions, with a concentration on fixed income, global tactical ETF asset allocation, liability-driven investing, enhanced cash management, and responsible investing, supporting approximately $23 billion in client assets across a wide range of bespoke strategies.

Walton has a robust background in the investment management industry, beginning his career at Invesco AIM Investments in senior marketing and supervisory positions within their financial advisor sales group. Before joining Sage in 2010, he served as Director of Wealth Management Services at U.S. Fiduciary, LLC in Houston, focusing on wealth management and institutional platform development. His expertise spans wealth management services, institutional distribution system design, and strategic business development for investment firms.

He holds a Bachelor of Arts degree from Texas Tech University and is designated as an Accredited Investment Fiduciary (AIF). Michael Walton is recognized for his leadership in expanding Sage’s client partnerships and advancing innovative fixed income and global asset allocation solutions, contributing to the firm’s reputation as an early adopter of liability-driven investing and ETF-based strategies.