Form insights
Rebrand for Texas Firm Sage Advisory
by Dave Birch
We are happy to announce that Form are going to rebrand the Texan-based independent investment management firm Sage Advisory.
Form are currently in the middle of the branding process and will be creating a full suite of collateral to display the fresh new look across all media. We look forward to working with Sage Advisory and displaying the rebrand work within the coming months.
A little more about Sage Advisory
So, Sage Advisory Services Ltd. Co. (“Sage”), a Registered Investment Advisory firm, 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.
They established Sage with a simple mission: to better meet the unique investment management needs of institutions and individuals through industry-leading analytical services. Besides, they focus on risk management and create innovative investment solutions.
Sage is a Texas-based company, providing a physical environment consistent with the philosophical vision for Sage. Texas is the perfect landscape for independent thinking and purpose-driven investment management. Sage is 100% employee-owned and currently manages money on behalf of institutional and private clients across the United States. As an independent firm, they strive to maintain the culture and accessibility of a small business. Equally important, they continue to deliver the highest-quality institutional services and investment management available anywhere.
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