Sage Advisory Services, LTD. CO.

Firm Overview
Sage Advisory Services, a Registered Investment Advisory firm, was founded by Robert G. Smith, III and Mark C. MacQueen in 1996 to better meet the portfolio management needs of institutions and individuals.

Today, Sage is an independent, privately held firm that is 100% employee owned. We strive to understand the unique goals and requirements of each client. In doing so, we engineer customized investment solutions to fulfill each client?s specific liability or funding needs. We also believe well-informed clients make smarter investors, so we stress clear communication and open access.

Products
Sage offers industry-leading products to institutions and individual investors. Our products include, but are not limited to Liquidity Asset Management, Short-Term Asset Management, Intermediate Asset Management, Core Asset Management, Core Plus Asset Management, All Cap Core Equity Asset Management, All Cap Core Equity "Plus" Asset Management, Balanced Asset Management and LifeCycle Fund Management.

Services
Sage offers a comprehensive approach to investment management. We emphasize competitive performance, clarity of purpose, and a complete, consistent process. From Portfolio Evaluation & Diagnostics and Financial & Liability Modeling to Communications and Portfolio Reporting, Sage is committed to providing dependable client services to its institutional and individual clients.

When you work with Sage, you benefit from working with seasoned professionals offering more than 150 years of combined experience.

Four core principles that drive the relationship between Sage and our clients:

Tailored Portfolio Management
Our portfolio management process recognizes distinctions between clients. Accordingly, we tailor our process to suit the safety, liquidity, income, tax sensitivity and total return expectations of our clients.

Disciplined Investment Process
Our disciplined approach is suited to attain each client?s financial objectives within their stated risk and reward tolerances. We combine fundamental economic and quantitative market analyses with comprehensive security evaluation to ensure that timely adjustments are made to enhance total return.

Clear Communication
We believe well informed and knowledgeable investors are better clients, so we regularly provide reports on market trends, economic forces, investment fundamentals, and topics of interest to investors.

Client Access
Client access and transparency is important to assure our clients that Sage is dependably doing its job. Accordingly, our client service team is always available to respond to requests, and Sage continuously provides valuable information to clients via our secure website.

Find out more about the advantages Sage can offer you.

Contact:

512-327-5530 or via email infosage@sageadvisory.com