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Thomas J Bourg

Sage Advisory Services Ltd. Co.

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About Thomas J Bourg

Thomas J. Bourg is an investment advisor representative registered with Sage Advisory Services Ltd. Co. Thomas has been active in the securities industry for over 18 years. Thomas has passed the Series 6, 7, 63 and 66 exams. Thomas also holds the SIE designation. Thomas specializes in Portfolio Management for Individuals, Pension Consulting and Portfolio Management for Investment Companies. Thomas is also registered in Pennsylvania and Texas.

Firm Information

Thomas Bourg is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Bourg’s Registration & Firm History

PA

01/02/2020 - Present

Sage Advisory Services Ltd. Co. (Gilbonia PA)

IL

06/01/2010 - 05/31/2019

INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)

IL

09/29/2004 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

MA

07/18/2001 - 06/14/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/18/2001 - 06/14/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/17/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas J Bourg.
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