Sage Portfolio Management LLC

(a Registered Investment Advisor)





THE DISCIPLINE OF INVESTING



Sage Portfolio Management LLC serves investment clients by providing the highest quality asset manager due diligence, portfolio construction, asset allocation, and client communication services for wealth creation and management. We provide the highly personalized investment solutions our clients require and offer investment products that bring together our investment management expertise and the asset management expertise of many of the world’s most respected firms of whom we trust to be disciplined stewards of our client's wealth.



No one sets out to live an average life, why settle for an average portfolio?



Sage Portfolio Management LLC believes that sensible investors should build portfolios that employ multi-asset class diversification using the broadest group of assets available to them. Our philosophy is based on the following four core principals: diversification, innovation, active management and equity like bias over six asset classes.



Traditional

Domestic Equity

International Equity

Fixed Income

Non-Traditional

Absolute Return

Real Assets

Private Equity



Experience - Reliability - Access - Insight - Intelligence - Excellence



Sage Portfolio Management LLC provides clients access to many of the world's most respected firms with the expertise of private and institutional asset management in an intensive, team-based approach. This enables your investment team to generate ideas drawing on our collective experience and still be able to gleam from the newest insights.


Sage Portfolio Management LLC helps protect and build wealth through a broadly diversified approach, using a strategy typically employed by endowments seeking to grow their investments over the long term.



It’s not just your assets you are investing - It’s your future.



Clients are offered a wide range of portfolios to serve the different needs of different investors, from the most conservative to the most aggressive strategy, from mutual funds to absolute return vehicles.


This broad diversification translates into broader opportunities. It means investors have access to products and strategies that aren’t generally available to individuals. It means clients may see reduced risk and increased returns over the long term.


Together when your needs, time horizon, risk tolerance or tax situation changes, your investment team can move quickly to ensure that your portfolio reflects these changes. When appropriate, we’ll reallocate your portfolios to target inefficiencies or eliminate fund managers.



Different by Design



First, once we understand your investment objectives, we will allocate your assets. Next, we analyze asset management firms and then allocate your portfolio. Clients can regularly monitor and review their accounts and updates on the web and via mobile application accounts anywhere, anytime. We also provide monthly and quarterly reports as well as regular face to face reviews.



Sage Portfolio Management LLC



Comprehensive Fee Based - Sage Advice

Estate, Financial & Business Succession Planning on Every Level

Best of Class - Life Insurance Design, Selection, Sales and Annual Maintenance



Important Consumer Information



Sage Portfolio Management LLC is a registered investment advisor and is registered to provide investment advisory services in Texas and Oklahoma. The information included herein should not be considered a solicitation or an offer to sell services in any state other than those in which Sage Portfolio Management LLC and its representatives and advisors are properly registered/licensed.


Advisory Services offered through Sage Portfolio Management LLC.


Jerry Carmody has been in Corporate Financial Management since 1986 and has been licensed as a securities professional since 1997 and licensed to offer insurance products since 1998.


Jerry Carmody has passed the following exams: Series 7, Series 66, Series 63 & holds a Texas Insurance Life, Accident Health and Variable Annuity License



Check the background of your financial professional on FINRA's BrokerCheck.



Sage Portfolio Management LLC. All rights reserved.