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Sage Advisory Services Ltd. Co.
       
 
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Sage Advisory Services Ltd. Co.
 
 
Overview: 

Sage Advisory Services Ltd. Co. (“Sage”), a Registered Investment Advisory firm, was founded in 1996 by Robert G. Smith, III and Mark C. MacQueen. Prior to forming Sage, Bob and Mark both spent many years in distinguished money management careers, working and living around the globe. Sage was established with a simple mission: to better meet the unique investment management needs of institutions and individuals through industry-leading analytical services, innovative investment solutions and an unwavering focus on risk management. Sage is headquarted in Austin, Texas, which provides a physical environment consistent with Bob’s and Mark’s philosophical vision for Sage—the perfect landscape for independent thinking and purpose-driven investment management. Sage is 100% employee owned and currently manages institutional and private clients across the United States. As an independent firm, we strive to maintain the culture and accessibility of a small business, while delivering the highest-quality institutional services and investment management available anywhere.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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