Sage Advisory Services Ltd. is an independent investment advisory firm with extensive experience in managing insurance company portfolios. Our investment team currently manages more than $1.5 Billion for over twenty insurance entities including several risk retention groups, domestic and offshore captives as well as fraternal and U.S statutory companies. We offer a client liability-oriented approach to investing that is based upon well-developed risk control disciplines designed to work in all financial climates. Each investment portfolio is managed separately and specifically tailored to suit the liquidity, income and capital/surplus development expectations of the client.

Sage can also offer expertise and assistance in investment policy and strategy design, asset/liability and dynamic cash flow analysis, custodial service evaluation and a variety of statutory or on-line portfolio reporting services. With over $5 billion of institutional assets under management in taxable, tax-exempt and core equity investment products our seasoned investment management team will assist your RRG in meeting its organizational objectives.