Sage Advisory Services Ltd. Co Contact


We offer a comprehensive and integrated approach to investment management for insurers built around a strong understanding of their unique business and investment objectives.

Location: Austin, TX, USA

Types of Insurance Return to search result

Captives and Rent-a-Captives:

  • Investment Managers

Employee Benefit Trusts:

  • Investment Managers

Mutual Insurance Companies:

  • Investment Managers

Risk Retention Groups (USA):

  • Investment Managers

Self-Insured Workers Compensation (USA):

  • Investment Managers

Company Details

Our insurance expertise and background as a liability-based asset manager allow us to craft solutions that address each client’s highly specialized needs.

We provide comprehensive portfolio management and services that integrate the operational aspects of the insurer with the appropriate investment solutions. Our custom strategies address the client’s business environment, enterprise risk,

cash flow requirements and regulatory constraints. We provide solutions for the full range of insurance company structures including stock, mutual, captive and risk retention groups.