Dear Austin FPA Community,
Thank you for the warm welcome at the first Austin FPA meeting of 2018! We are grateful to partner with such an engaged, compassionate and accomplished community of financial professionals.
At Sage, our goal is to be the go-to resource for the Austin FPA Chapter. In addition to our diverse lineup of services, we accomplish this by providing our partners with consistent communication, relevant market research and unique economic insight. The following attached materials will give you a taste of the Sage way of thinking. We hope these pieces paint a bit more color on the market review & outlook conversation yesterday, as well as the retirement planning topic that will be addressed by our friends at EGPS at the February meeting.
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Tactical Investment Strategy
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This monthly publication offers a brief summary of Sage's market commentary, outlook and positioning in both the equity (front) and fixed-income (back) landscapes.
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Pension Risk Management Services
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This brochure provides an overview of Sage's work in the retirement space, including cash balance plans, 401(k) and LDI investment solutions.
Please don't hesitate to reach out to us directly with any questions, comments or concerns. We would love the opportunity to connect via phone or even better, a visit to our office in South Austin. Sage's door is always open and our team always eager to serve. Your primary Sage contacts for the South, Kimberly Sowers and John Jochum, can be reached at the details below.
- Kimberly Sowers, CIMA® | Regional Director - South
t: 512.895.4121 | c: 954.655.9719 | e: [email protected]
- John A. Jochum| Senior Regional Consultant - Southt: 512.895.4131 | c: 512.777.9575 | e: [email protected]
We deeply appreciate the work you do each and every day to empower our community with your financial savvy and prudent guidance. Sage is grateful to be a part of this process and we look forward to deepening our partnership throughout 2018 and beyond.
Thank you,
The Sage Team
