Sage Accelerates Growth with Strategic Investments in Talent and Technology

AUSTIN, Texas--(BUSINESS WIRE)--Sage Advisory Services Ltd. Co. (“Sage” or the “Firm”) is proud to announce the appointment of Brad Jacob as Senior Vice President, Consultant Relations & Business Development, an addition that underscores Sage’s continued commitment to delivering trusted investment solutions and serving institutional clients and large families well.

Sage’s recent growth — from $17.5 billion in assets under management at the end of 2022 to over $30 billion today — reflects its unwavering dedication to innovation, investment excellence, and client service. The Firm has invested heavily in technology, systems, and talent to deliver robust fixed income solutions and meet the evolving needs of investors.

“Sage’s growth has been fueled by a relentless focus on delivering value to our clients through talented people and innovative technology,” said Michael Walton, Managing Partner and Head of Business Development at Sage. “Brad Jacob brings the experience and relationships that will help us strengthen consultant partnerships and broaden our institutional reach. His addition to the team reflects our commitment to hiring exceptional people who can drive our growth and enhance client partnerships.”

Bob Smith, President & CEO of Sage, said: “Our expansion to more than $30 billion in assets is a testament to the strength of our investment philosophy and the trust our clients place in us. We’ve built a culture that prioritizes research-driven solutions, transparency, and client-first service — and we will continue to invest in people and technology to sustain this momentum.”

About Sage
Founded in 1996, Sage Advisory Services Ltd. Co. is an independent, employee-controlled investment management firm headquartered in Austin, Texas. Sage specializes in fixed income asset management, serving institutional investors and families with solutions that include liability driven investments, responsible investing, and global allocation strategies. With a culture rooted in transparency, research-driven portfolio construction, and client-first service, Sage continues to deliver innovative investment solutions backed by exceptional people and technology. For more information, visit Sage’s website at sageadvisory.com.