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 does not approve or endorse any third-party communications on this site.

Investment Management

Sage Advisory

Arthur C.

Nicholas Erickson

Robert G. Smith III

Michael Walton

Andrew Poreda

Mark Welp

Wade Uloth

Thomas Urano

Jessica McHugh

The Investment Strategy Team at Sage Advisory is responsible for developing and implementing innovative investment strategies tailored to meet the diverse needs of institutional and private clients. This team conducts comprehensive market analysis and research to identify opportunities in traditional fixed income, ESG-integrated portfolios, and tactical ETF strategies, ensuring alignment with clients' financial goals and risk profiles. Leveraging their expertise, they also provide oversight on asset allocation and portfolio optimization to enhance overall investment performance.

Investment Strategy Team

Leadership Team

Portfolio Management Team

Investment Strategy Team

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Leadership Team

Portfolio Management Team