Sage Advisory Expands International Reach Through Strategic Collaboration with inCadense
Partnership delivers Sage’s multi-asset, ETF, and fixed income SMA portfolios to global investors via inCadense’s international turnkey asset management platform
Austin, TX (Jan. 20, 2025) – Sage Advisory, an independent investment management firm, has announced a strategic collaboration with inCadense to bring Sage’s institutional-quality investment strategies to international markets. This partnership leverages inCadense’s open-architecture, multi-custody technology platform to deliver turnkey cross-border solutions, making Sage’s multi-asset, ETF, and fixed income SMA portfolios accessible to wealth advisors, family offices, and financial intermediaries across Latin America, Asia Pacific, and other global regions.
Through this collaboration, Sage is transforming its ETF, fixed income, and OCIO multi-asset strategies into offshore separately managed accounts via the inCadense International Turnkey Asset Management Platform (iTAMP). Working alongside inCadense’s RIA affiliate, iH2 Advisors & Company, Sage will offer flexible managed account formats designed specifically for non-U.S. investors.
“Sage’s vision has always been to bring institutional-quality multi-asset, fixed income, and OCIO strategies to a broader audience,” said Bob Smith, President and Chief Investment Officer of Sage Advisory. “Our collaboration with inCadense is the next step in making our investment solutions available globally. By combining our disciplined investment process with inCadense’s agile technology, we can scale implementation across custodians and currencies while maintaining efficiency and transparency.”
“At inCadense, our goal is to connect high-conviction managers like Sage with the infrastructure and investment overlay services needed to reach a broader investor base,” said Stephen M. Hagan, Managing Partner and Co-Founder of inCadense. “Sage brings a disciplined investment process and proven performance record, and our platform ensures those capabilities can be delivered efficiently across custodians, currencies, and jurisdictions — without sacrificing precision or control.”
The partnership enables global delivery of Sage’s model portfolios through iTAMP, integrating Sage’s investment expertise with inCadense’s digital managed account ecosystem. Advisors and institutions will benefit from streamlined pre-trade compliance, implementation, and operations across markets, as well as automated reconciliation, data integration, and tailored reporting for enhanced transparency.
About Sage Advisory
Founded in 1996 and based in Austin, Texas, Sage Advisory is an independent, employee-owned investment management firm providing institutional-grade investment strategies across fixed income, equity, and multi-asset portfolios. Sage is recognized for its commitment to responsible investment, innovation, and risk-aware portfolio construction. For more information, visit www.sageadvisory.com.
About inCadense
inCadense empowers asset and wealth managers to design and deliver managed account solutions for international investors. Its digital turnkey iTAMP platform supports customization of SMAs, UMAs, and model portfolios, unlocking access to global mandate investing by individuals, family offices, and asset owners. Registered investment adviser affiliate iH2 Advisors & Company serves as overlay manager on iTAMP. Through open architecture and seamless connectivity across global custodians, asset classes, and jurisdictions, inCadense enables managers to launch new investment products efficiently, scale their businesses across borders, and enhance client outcomes. For more information, visit www.incadense.com.
SOURCE: Sage Advisory via Craft & Capital
Backgrounder:
Sage Advisory Services and Cedar Trace to Collaborate on a Suite of Innovative Alternatives Solutions
Austin, TX (Jun. 30, 2025) – Sage Advisory Services Ltd. Co., a leading investment management firm specializing in fixed income and alternative solutions, and Cedar Trace Group, a Bermuda-based insurance, reinsurance, and asset management group, will collaborate to offer innovative investment products featuring insurance-linked securities (ILS) and credit opportunities.
The jointly advised portfolios will benefit from Sage’s deep expertise in fixed income and credit strategies and Cedar Trace’s capabilities in ILS, catastrophe bonds, and (re)insurance risk transfer. This collaboration aims to deliver lower-correlated, yield-enhancing total return strategies for institutional investors, family offices, and asset allocators seeking elevated, diversified, and portfolio-diversifying return opportunities.
“We are excited to partner with Cedar Trace to bring groundbreaking ILS enhanced credit opportunities to our clients,” said Robert G. Smith, President of Sage Advisory Services. “Sage’s nearly three decades of fixed income expertise, paired with Cedar Trace’s unparalleled ILS capabilities, will create a powerful solution for investors seeking stability and enhanced returns.”
Lawrence Minicone, CEO of Cedar Trace, added, “We are thrilled to partner with Sage. Sage is an industry thought leader with an exceptional track record of expertise, integrity, and success. By combining our ILS capabilities with Sage’s credit and fixed income proficiency, we are aiming to deliver enhancing and diversifying risk-adjusted returns to investors.”
About Sage Advisory
Based in Austin, TX, Sage Advisory Services Ltd. Co. is a premier investment management firm with nearly 30 years of experience in fixed income, responsible investing, and alternative solutions. For more information, visit www.sageadvisory.com.
About Cedar Trace
Cedar Trace Group, headquartered in Bermuda, is an insurance, reinsurance, and asset management group specializing in scalable capital solutions. It is strategically aligned with Mereo Insurance Limited, a BMA-regulated reinsurer with an A- rating from AM Best. For more information, visit cedartrace.com.
SOURCE: Sage Advisory via Craft & Capital
Tags: financial advisors, Insurance-Linked Securities (ILS), partnership, retirement planning & savings