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 Leadership Team at Sage Advisory is responsible for shaping the strategic vision and investment philosophy of the firm. Comprising senior executives and experts in investment management, the team oversees portfolio management, compliance, and market strategy, ensuring that Sage delivers innovative and effective investment solutions for its clients while maintaining a commitment to excellence and responsible investing.

Leadership Team

Portfolio Management Team

Investment Strategy Team

Leadership Team

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Portfolio Management Team

Investment Strategy Team