(1888PressRelease)
February 16, 2007 - AUSTIN, Texas – February 14, 2007 – "Making anything in life grow and succeed for 10 solid years is generally cause for celebration,” said Robert G. Smith, president and CIO of Sage Advisory. “To reach this mark in the fiercely competitive world of investing and portfolio management services is truly a significant accomplishment.”
Sage is one of the fastest growing companies in Central Texas, with an assets-under-management growth rate of 20 percent per year over the past five years. Smith credits that growth to its top-down approach to market analysis, which considers broad domestic, international and economic trends when formulating investment strategies and its policy of offering clients exclusive representation by senior-level managers with broad experience in global markets.
“This milestone is both a reflection of the confidence that our clients have placed in our professionals and our ability to produce innovative and value-added services,” he said. “We look forward to continuing our record of success and another decade of growth and development."
About Sage Advisory Services
Founded in 1996, Sage Advisory Services is a national investment management and financial advisory firm that provides institutions and high-net-worth individuals with customized products and services including fixed-income and equity portfolio management, asset/liability analysis and structured portfolio solutions designed to minimize financial risk and increase returns. Sage is one of the fastest growing companies in Central Texas, with an AUM (assets under management) growth rate of 20 percent per year over the past five years. Its consistently high performance record is a result of its proprietary investment process, as well as its dedication to offering clients exclusive representation by senior-level managers with global expertise.
Sage’s investment management strategy employs a top-down approach to market analysis, taking into account broad domestic, international and economic trends when applying portfolio management strategies. And while most investment management firms have limited experience with exchange-traded funds, Sage offers an in-depth understanding of ETFs and a highly successful five-year performance record managing ETF portfolios.
Reflecting its commitment to providing education and transparency, Sage provides frequent access to up-to-date information on investment fundamentals, market trends and economic issues affecting client investments, and 24-hour real-time access to information about investment activity. For more information, visit www.sageadvisory.com.
CONTACT:
Laura P. Wright
Blabbermouth PR
512-461-5777
laura ( @ ) blabbermouthpr dot com
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