(1888PressRelease)
February 16, 2007 - AUSTIN, Texas – February 12, 2007 – Reflecting a regional trend of businesses purchasing, rather than leasing, office space, Sage Advisory designed and built the 11,500 square-foot facility to its unique specifications. The offices include a 20-person trading desk and the latest in trading technology and risk-management systems, including Bloomberg Systems software for market tracking, Capital Management Sciences software for portfolio analysis and Security APL for portfolio accounting and reporting. The company’s offices are built within a campus that offers access to a variety of professional organizations including law firms and medical offices.
"Over the past five years, our assets under management have grown 20 percent annually,” said Robert Smith, Sage’s president and CIO. “The investment in our new national headquarters not only reflects that growth but our continuing commitment to provide the best service to our national and regional clients from our central office in Austin. We are pleased to be part of this vibrant community and look forward to expanding Sage Advisory's national recognition as a top flight investment services firm.”
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% 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.
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