Sage Unveils Customized Muni Strategy to Capitalize on Rising Rates, Favorable Taxes

AUSTIN, Texas, Sept. 6, 2017 /PRNewswire/ -- Sage Advisory Services ("Sage"), a fixed income investment management firm, has launched a new Customized Laddered Strategy (C.L.I.M.B.) strategy that offers high liquidity, optimal risk/reward characteristics and favorable tax status.

Sage's C.L.I.M.B strategy enables clients to set a maximum maturity range and realize consistent cash flows from maturity and coupon payments. Sage enhances the return potential relative to traditional laddered strategies by actively managing state, sector, and credit weightings within each maturity bucket. Additionally, Sage can provide a higher degree of liquidity to clients that encounter unexpected cash flow needs or would like to reallocate to a different asset class.

This multi-discipline investment approach enables Sage's portfolio management team to adjust portfolio characteristics to maximize return opportunities for both institutional and retail clients, while reducing risk exposure when necessary.

Additional benefits include:

• Actively managed municipal ladder approach with a competitive fee structure
• Ability to customize based on client's unique investment objectives
• Comply with Fiduciary Standard by adding another layer of research and analysis
• Access to municipal bond inventory across all broker/dealers, not just internal offerings

"Investment goals of both institutions and individuals have evolved as a result of changing market structure and regulatory oversight," said Robert Smith, President and Chief Investment Officer at Sage. "Our goal with our new Customized Laddered Municipal Strategy was to offer a flexible investment solution that not only reflects changing investor needs, but also simpler approach to traditional fixed income investing."

Sage Advisory Services is a pioneer in purpose-driven investment solutions, offering a variety of strategies and tailored approaches that utilize a combination of traditional fixed income instruments. With a diverse client base and total client assets exceeding $12 billion, Sage has also engineered a variety of Tactical ETF, ESG and retirement investment strategies.

About Sage Advisory Services
Sage is an independent investment management firm headquartered in Austin, TX, that serves the institutional and private client marketplace with traditional fixed-income asset management, global tactical ETF strategies and liability-driven investment solutions. As of September 2017, Sage manages and advises over $12 billion in client assets. For more information, visit https://www.sageadvisory.com/

SOURCE Sage Advisory Services

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