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Sage Advisory

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Sage is an independent investment management firm headquartered in Austin, Texas, that serves the institutional and private client marketplace with traditional fixed income asset management, ESG-integrated portfolios, global tactical ETF strategies and liability-driven investment solutions. *Sage do... Read more

Industries

Investment Management

Headquarters

Austin, United States

Employees

Links

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President and Co-Chief Investment Officer

Bob

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Director Of Marketing Communications

Co-cio

VP Compliance

Assistant Vice President, Operations

Vp, Senior Research Analyst

Managing Partner

Robert G. Smith III

President & Chief Investment Officer

Nicholas Erickson

Vice President, Portfolio Management

Vice President - National Accounts

Teams

Leadership Team

10 members

Portfolio Management Team

6 members

Investment Strategy Team

4 members

Operations Support

4 members

Research and Analytics

3 members

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