Sage Advisory Services

Sage Advisory Services

Sage has been managing investment portfolios for captive insurance companies for over 25 years. We recognize that investment portfolios are constrained by regulatory regimes, actuarial considerations, accounting conventions, capital requirements, and company-specific financial objectives. In practice, each individual captive or risk-bearing entity requires its own unique investment solution.

Successful investment solutions demand a disciplined and collaborative approach to fully understand the role of investment risk as it relates to overall enterprise-wide objectives. As such, we bring to bear our insurance-dedicated service team, investment expertise, risk management capabilities, and regulatory and rating agency engagement for the benefit of all our captive partners.

So no matter where a captive may be within its own unique life cycle (de novo, reserve, mature) or where the balance of risk may lie (insurance vs. investment vs. regulatory), Sage serves as an informed and engaged partner in the pursuit of all enterprise-wide objectives.

Sage Advisory Services is an independent and employee-owned investment management firm headquartered in Austin, Texas. With over $16 billion in assets under management, Sage has been providing investment management services for the insurance industry since 1996.

Unique services and products offered by Sage Advisory Services include the following:

  • Insurance-Dedicated Service Team
  • Investment Policy Development
  • Asset/Liability Management
  • Asset Allocation
  • Fixed-Income Specialization
  • Actively Managed ETF Strategies
  • ESG Integration
  • Customized Benchmarks (Liability and Asset-Based)
  • Cash Flow Projections and Portfolio Stress Tests
  • Customized Accounting and Investment Reporting

Products & Services

  • Investment Management and Consulting

Company Contacts

Insurance Solutions Investment Strategy
(512) 327–5530
Insurance Solutions, Industry Research
(512) 327–5530